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Swimbird

Swimbird

Category
Consolidated Reporting
HQ
Sweden

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.”

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

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

$1.3b

Avg. AUM per client

$400m

Clients

Facts about the clients

Focus

Multi-Family Offices

Serves also
  • Individual Wealth Owners
  • Single-Family Offices
  • Banks
  • Financial advisors
Number

10

References

Available upon request

Request References

Product

Get an overview of what this software does.

The basics

Basics about the product

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

Download Detailed Feature List
Technology

Look under the hood

Type Of Software
  • Serviced Software
  • SAAS
  • Fully Standalone
Security

SWIP employs bank-grade security measures in order to safeguard our clients’ data.

Ecosystem

Java

Mobile App

No

Reporting-specific features

They handle reporting like this

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
Pricing & Co

Learn about the commercials

Cost structure
  • Data based (per data feed integrated)
  • Feature based
  • Flat fee
Average cost p.a.
  • SFO: $25k-45k
  • HNWI: $20k-30k

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 pageReportsAccess 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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