Swimbird
The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio – everything in one place.
SWIP is a platform which in real time aggregates and visualizes portfolio data (assets and liabilities), irrespective of format and data source. SWIP handles all geographies and instrument types; financial instruments (listed and OTC), private equity and alternative investments.The solution is built on best of breed technology, can be tailored for individual businesses and is constantly evolved to keep up with future demands.
What sets Swimbird apart?
"We are passionate about helping you to become automated, efficient and digitized through modern technology solutions."
Eva Lundell
Product
Get an overview of what this software does.
Main tasks
- Portfolio management
- Data aggregation
- Consolidated reporting
Top features
- Connectivity and integration
- Portfolio overview all assets & liabilities
- Flexible and customizable reporting
- Performance and risk analysis
- Asset allocations incl. multiple categories
- Online customizable
- Dashboard in real time
- Private equity
- Private equity funds
- Commercial real estate
- Accounting records
- Data warehouse, record keeping incl full audit trail
- Market and static data master
Assets supported
- Bankable assets
- Private equity
- Commercial real estate
- Private assets (e.g. collections)
Compliance
- GDPR
Whitelabel
- Yes
Type Of Software
- Serviced software
- SaaS
- Fully standalone
Security
- SWIP employs bank-grade security measures in order to safeguard our clients’ data.
Ecosystem
- Java
Type of data
- Transaction level
Accuracy
- SWIP handles aggregation of position data from transactions
- All data imported is validated irrespective of source
- Even static data and market data are validated
- Reconciliations towards custody banks and accounts can be automated through SWIP
Time to new custodian
- 1-4 days
Multi-currency
- Set multiple base currencies
- Separate holding level gain/loss from currency gain/loss
- Based on transaction data
Cost structure
- Data based (per data feed integrated)
- Feature based
- Flat fee
Average cost p.a.
- Cost structure (monthly license fee): Swimbird.com/pricing
- Banks and Multi-Family Office: Quoted on demand
Category
Consolidated Reporting
Country
Sweden
Company Representative
Eva Lundell
Sweden
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 15-20
Founded
- 2018
Ownership
- Owned by management and external investors
- Staff also have ownership
Incorporated
- Sweden
Locations
- Stockholm
Top markets
- Sweden
- Finland
- Denmark
- Norway
- Switzerland
Total AUM
- $10 billion
Focus
- Multi-family offices
Serves also
- Individual wealth owners
- Single-family offices
- Banks
- Financial advisors
Number
- 15-30
Available upon request
Request ReferencesSupport & Services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated contact
In person on site support
Pricing of support
On use basis
Free support
Based on SLA
Onboarding
2 days to a couple of weeks
Customisation
All service components can be customized (we use microservices architecture)
The dashboard can be customized, e.g. the landing page
Reports
Access rights and views
Bespoke development
We have our own dev/tech team
We provide bespoke development where a certain functionality is needed by a client
Our micro-service architecture enables client specific functions in the platform
Added services
Data entry
Software development
Wondering how Swimbird compares to other companies?
We also reviewed some other Consolidated Reporting Providers
FAQs
FAQs about Swimbird
Q
What is Swimbird?
A
Swimbird offers a consolidated reporting solution. Its SWIP platform aggregates and keeps track of all family office investments.
In the media
