The journey from idea conception to order execution is complex, starting with analysts identifying optimal candidates and assessing risk-adjusted returns. Once a viable idea is found, the focus shifts to executing the order at the best price. For large orders, real-time status and rule-based market access are crucial to avoid costly errors.
Sharkfin facilitates a seamless integration among its Portfolio Management System (PMS), Order Execution Management System (OEMS), compliance, and analytics modules. This liberates analysts to excel in their work, simultaneously providing portfolio managers with complete oversight of critical orders.
Implements fully integrated compliance rules and risk analysis, simplifying oversight with a unified approach. reducing risk.
Sharkfin provides secure access to portfolio data via mobile and web platforms, ensuring flexibility and real-time management.
Facilitates open communication with the trading desk, boosting transparency and improving execution.
Eliminate manual reconciliations and automate compliance with native trade capture.
Enhances data reconciliation by providing a pre-populated security master, streamlining processes.
Ensures continuous behind-the-scenes updates, allowing you to access new features without any disruption to your workflow.
Sharkfin supports seamless third-party integration, making the system more user-friendly and versatile.
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.
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
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.
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
Constantine Pazzas
jr CFO, EF8 Partners
Oct 29th, 2023
Sep 26th, 2023
Sep 20th, 2023
Aug 20th, 2023