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.

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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

  •  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

Media

Discover the latest demos, videos, and documents to stay informed on everything Swimbird.

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Swimbird Demo

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Swimbird Demo

Swimbird Reviews

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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

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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.