Swimbird
Swimbird offers a cutting-edge platform that integrates, aggregates, validates, and enriches financial data across all asset types. Built on this foundation of clean, reliable data, we provide modern analytical and reporting tools.
Our platform empowers family offices, multi-family offices, wealth managers, and banks with a unified view of all assets, from listed securities, alternative investments and collectables, to enable deeper analysis, faster data-driven decision-making, and high-quality cross-entity reporting. All of this is delivered through an intuitive platform that is continuously enhanced in close collaboration with our clients.
Have a question regarding Swimbird?
Contact Swimbird directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Swimbird apart?
"We are passionate about helping you to become automated, efficient and digitized through modern technology solutions."
Tomas Engel
Product
Get an overview of what this software does.
Main tasks
- Portfolio management
- Data aggregation
- Consolidated reporting
Top features
- Connectivity and integration to 100+ banks and data sources
- Portfolio overview all assets & liabilities
- Flexible and customizable reporting
- Performance and risk analysis
- Complete asset allocation
- Private equity investment features
- Private equity funds including cash flow projections
- Commercial real estate overview with financials
- Safe document storage with tagging capabilities
- Accounting software integrations
- Cloud-based data warehouse
- Customized user access rights
- Best in class user interface
- Cash flow forecast
- Record keeping including a full audit trail
Assets supported
- Bankable assets
- Private equity
- Private equity and venture capital funds
- Commercial real estate
- Residential real estate
- Collectables (e.g. cars, jewellery, art)
- Derivatives
- Any asset class is supported
Compliance
- GDPR compliant
- ISO27001:2022 certified
Whitelabel
- Yes, desktop, mobile and tablet apps
Type Of Software
- Serviced software
- SaaS
Security
- Employs bank-grade security measures in order to safeguard our clients’ data and holds an ISO27001:2022 certification.
- Multi-factor authentication
Ecosystem
- Google Kubernetes Engine
- PostgreSQL
- MongoDB
- Clickhouse
- Java Springboot
- Typescript
- Python
- Angular
- Airflow
- Apache Kafka
- Keycloak
- Grafana
- Prometheus
Type of data
- Transaction level
Accuracy
- Handles aggregation of position data from transactions
- All data imported is validated irrespective of source, with automated alerts
- Static data and market data are validated
- Reconciliations towards custody banks and accounts are automated
Time to new custodian
- Â 2-12 weeks depending on the bank
Multi-currency
- Set multiple base currencies
- Separate holding level gain/loss from currency gain/loss
- Based on transaction data
Cost structure
- On demand
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 20+
Founded
- 2018
Ownership
- Owned by management
- External investors who are clients
- Staff
Incorporated
- Sweden
Locations
- Stockholm
Top markets
- Sweden
- Norway
- Denmark
- Switzerland
- Luxembourg
- Finland
Focus
- Single-family offices
- Multi-family Offices
- Individual wealth owners
- Banks
- Wealth managers
Serves also
- Financial advisors
Available upon request
Request References
Swimbird Demo
Swimbird Demo
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated key account manager
In person on site support
Pricing of support
On use basis
Free support
Based on SLA
Onboarding
1-3 days for non-bankable assets
Connectivity to Custodian Banks: 2-12 weeks, depending on the banks.
Customisation
The dashboard and reporting engine are flexible, catering for customisation.
User access rights are fully customizable
Added services
Data entry
Software development
Wondering how Swimbird compares to other companies?
We also reviewed some other Consolidated Reporting Providers
AgilLink
United States of America AccountingAgilLink provides secure bill pay and client accounting technology to firms that serve ultra-high-net-worth individuals, including family offices, business managers, and...
MyFO 
Canada
Consolidated Reporting
MyFO is built for the next generation of family offices, offering a platform that consolidates wealth, documents, and data. By combining efficiency with advanced AI, it...
Nasdaq for Family Offices
United States of America Portfolio ManagementNasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.
Wealthworks+
United Kingdom Portfolio ManagementWealthWorks+ gives you total control of how and where you access and manage your clients’ wealth
FAQs
FAQs about Swimbird
What is Swimbird?
Swimbird offers a consolidated reporting solution. Its SWIP platform aggregates and keeps track of all family office investments.
