Our Partners

Landscape

"Optimize Data, Elevate Growth: Sharkfin Automates for Streamlined Operations and Financial Health"


At the core of your future expansion lies effective data management. A firm's financial well-being is intricately linked to how it handles its data. With a centralized, enterprise-wide book of records fueled by real-time data, collaboration among front-, middle-, and back-office teams becomes highly efficient. Robust data management serves as the technological foundation for automating labour-intensive manual processes. Utilizing high-fidelity data enables the swift generation of investor reports, shadow NAVs, cash flow statements, and more.

Unlock freedom
img

How Sharkfin helps

"Automate Data, Slash Costs, Fuel Growth"


Ongoing challenge involves the operational costs associated with maintaining this immaculate dataset, especially during market expansion or amidst M&A activities. Enter Sharkfin: a cloud-native, end-to-end platform that automates data management, substantially reducing the total cost of ownership. This positions your firm for sustained growth with streamlined operations and optimized financial health.

img

Highlights

img
Unify, normalize, and provide real-time data

Sharkfin unifies and normalizes data for seamless operations, delivering real-time insights for faster, informed decisions.

img
Enable better real-time decision-making

Empowers your team with real-time data, driving quicker, more informed decisions. Stay agile and ahead in a fast-paced market environment.

img
Integrate all functions into a cohesive system

Sharkfin integrates all functions into a unified system, ensuring seamless collaboration across your entire organization.

img
Provide a pre-populated security master for efficiency

Offers a pre-populated security master, streamlining workflows and enhancing operational efficiency from the start.

img
Implement automated ABOR processes

Sharkfin automates ABOR processes, simplifying data management and reducing manual effort for greater accuracy and efficiency.

img
Offer customization for streamlined efficiency

Sharkfin provides customizable solutions to tailor workflows, enhancing efficiency and aligning with your specific operational needs.

img
Significantly lower the total cost of ownership

Sharkfin significantly lowers the total cost of ownership by automating processes and reducing operational expenses.

img
Same-environment managed services

Sharkfin delivers same-environment managed services, ensuring seamless integration and consistent performance across all operations.

img

Challenges to overcome

  • Independent legacy systems lack communication across the network.
  • Security master data reconciliation challenges across stitched-together application stacks.
  • Manual reconciliation caused ABOR to significantly lag IBOR.
  • Teams searching standard reports for necessary data.
  • High IT infrastructure costs.

Sharkfin Numbers

03

Offices in 3 different
geographical locations

5B+

USD traded

500k+

of trades executed on the platform

09

years in business

50+

People

05

Clients

Explore the power of freedom

Our Clients

img
img
img
img
img
img

Testimonials

See what our esteemed clients have to say about Sharkfin

Working with Sharkfin Technologies, powered by FactSet data, is enabling Ancora Alternatives to reimagine our workflow and enhance operational efficiencies throughout the firm. The combined Sharkfin & FactSet offering is helping Ancora lower our total cost of ownership while maximizing the scalability of the firm.

img

Lauren Turkisher

COO, Ancora

Sharfkfin Technologies has revolutionized our investment operations. With its seamless integration across front, middle, and back office functions, we've experienced unprecedented efficiency and flexibility. The real-time data analytics and customizable modules have allowed us to tailor our approach precisely to our needs. Sharfkfin isn't just a tool—it's a game-changer for our financial strategy

img

Constantine Pazzas

jr CFO, EF8 Partners

Working with Sharkfin Technologies, powered by FactSet data, is enabling Ancora Alternatives to reimagine our workflow and enhance operational efficiencies throughout the firm. The combined Sharkfin & FactSet offering is helping Ancora lower our total cost of ownership while maximizing the scalability of the firm.

img

Lauren Turkisher

COO, Ancora

Sharfkfin Technologies has revolutionized our investment operations. With its seamless integration across front, middle, and back office functions, we've experienced unprecedented efficiency and flexibility. The real-time data analytics and customizable modules have allowed us to tailor our approach precisely to our needs. Sharfkfin isn't just a tool—it's a game-changer for our financial strategy

img

Constantine Pazzas

jr CFO, EF8 Partners

Insights

img
Insights | Podcasts | Videos

Oct 29th, 2023

2023 Beyond Alpha year-in-review: An inflection point for ops leaders
img
Blog | Hedge Funds | Technology

Sep 26th, 2023

Navigating global hedge fund trends in an uncertain 2024 environment
img
COO/Operations | Outsourcing | Technology

Sep 20th, 2023

Beyond Alpha: What is the Best Operating Model?
img
COO/Operations | Outsourcing | Technology

Aug 20th, 2023

Beyond Alpha: Navigating Platform Transformation
View more