Company Finder

Go back to Companies

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.

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

3

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

    Access a detailed overview of the world's leading service providers.

    Join our community and become a Simple member today.

    Not yet a member? Sign up for free and use your preferred social network as a one-click login

    Or register using your e-mail address

    register new account
    Simple solutions for complex times.
    Exit mobile version