Traders
Move swiftly across both ends
Leverage unified data sets & integrated APIs to move swiftly from ideation to execution while Sharkfin takes care of it all.
Our Partners
Landscape
"Potential is Limitless With Sharkfin"
Friction in trading can arise from various sources, such as lack of support for new securities, manual processing delays, and outdated risk management data. Sharkfin addresses these issues by offering a pre-populated security master, multiple execution destinations, certified street communications, T+1 reconciliations, and seamless real-time data from providers like Bloomberg and FactSet, ensuring smooth and efficient trading.
How Sharkfin helps
"Know where you stand at all times."
A cloud-based platform that integrates seamlessly with your existing ecosystem and workflows, enhancing operational efficiency. Our modular design allows you to create customized solutions that can optimize your trading and operations and allow your portfolio managers to focus on generating alpha.
Highlights
Fully Integrated Portfolio Management and Order System
Streamlining portfolio oversight and order execution within a unified platform.
Integrated PMS and OEMS for Enhanced Transparency
Unified platform, enhancing transparency and streamlining both portfolio oversight and trade execution.
Mobile Access to OEMS for On-the-Go Trading
Offers mobile accessibility to the Execution Management System (OEMS), ensuring traders never miss opportunities while on the move.
Highly Customizable OEMS for Smooth Order Handling
Minimizes friction in order management, tailored to fit specific trading needs and enhance efficiency
Native Multi-Asset Support for Streamlined Management
Native multi-asset support, enabling seamless management across various asset classes from a single platform.
Position-Aware Integration of Firm Rules
A true “position-aware” system, ensuring adherence and accuracy throughout the investment process.
World-Class Connectivity with Integrated Counterparty Tools
Seamless integration of counterparty protocols, enhancing operational efficiency and collaboration.
Pre-Populated Security Master for Efficient Reconciliation
Provides a pre-populated security master, streamlining data reconciliation and enhancing overall efficiency.
Challenges to overcome
- Lack of transparency with the portfolio Manager leading to poor execution.
- Missed opportunities when traders are away from their desks.
- Friction caused by rigid interfaces and workflow in order handling.
- Utilizing different systems for various asset classes.
- Need to intergrate firm rules into the workflow.
- Difficulty reconciling security master data across various application stacks.
- Integrating counterparty protocols into workflow.
- Teams searching standard reports for necessary data.
Our Clients
Insights
Insights | Podcasts | Videos
Oct 29th, 2023
2023 Beyond Alpha year-in-review: An inflection point for ops leaders
Blog | Hedge Funds | Technology
Sep 26th, 2023
Navigating global hedge fund trends in an uncertain 2024 environment
COO/Operations | Outsourcing | Technology
Sep 20th, 2023
Beyond Alpha: What is the Best Operating Model?
COO/Operations | Outsourcing | Technology
Aug 20th, 2023
Beyond Alpha: Navigating Platform Transformation
Explore the power of freedom
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.
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