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 and alternative investments
  • Accounting records
  • Data warehouse, record keeping incl full audit trail
  • Market and static data master

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

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.

  • SFO: $25-45k
  • UHNWI: $20-30k
SWIMBIRD

Category

Consolidated Reporting

Country

Sweden

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Get in touch with Swimbird

Eva Lundell

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

  • 0-10

Founded

  • 2018

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

  • Sweden

Locations

  • Stockholm

Top 5 Markets

  • Sweden
  • Finland
  • Denmark
  • Norway
  • Luxembourg

Total AUM

  • $1.3 billion

Avg. AUM per client

  • $400 million

Focus

  • Multi-family offices

Serves also

  • Individual wealth owners
  • Single-family offices
  • Banks
  • Financial advisors

Number

  • 10

Available upon request

Request References

Support & 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

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Simple solutions for complex times.