Aleta vs Swimbird

You are looking for alternatives to Aleta. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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aleta

Aleta

Category
Consolidated Reporting

Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy. With our intuitive interface, you get a complete overview of the entire family wealth presented in concise reports and dynamic visualizations.

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Swiimbird logo for family offices

Swimbird

Category
Consolidated Reporting

With their head office in Sweden, Swimbird's Platform, SWIP, is a brand new, modern portfolio management solution that offers real-time aggregation and visualization of portfolio data irrespective of format, data source, geography and instrument type. Built on best-of-breed technology, it can be tailored for individual businesses and is continuously evolving to keep up with future demands.

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Company
Employees

  • 11-50

Founded

  • 2006

Incorporated

  • US and Denmark

Locations

  • New York
  • Bangkok
  • Copenhagen
  • Aarhus

Top markets

  • United States of America
  • Denmark
  • United Kingdom
  • Singapore
  • Canada

Total AUM

  • $100 billion+

Ownership

  • Owned by management
  • Clients are also owners


  • 20+


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  • 2018


  • Owned by management
  • External investors who are clients
  • Staff


  • Sweden


  • Stockholm


  • Sweden
  • Norway
  • Denmark
  • Switzerland
  • Luxembourg
  • Finland

Client
Focus

  • Single family offices

Secondary focus

  • Wealth managers
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)


  • Single-family offices
  • Multi-family Offices
  • Individual wealth owners
  • Banks
  • Wealth managers


  • Financial advisors

Product
Main Tasks

  • Consolidated Reporting
  • Portfolio Management
  • Risk Management
  • Impact & ESG
  • Data Aggregation
  • Governance
  • Compliance
  • Financial Statements

Top features

  • A sleek and intuitive platform
  • Business-Intelligence module with dynamic visualisations
  • Performance reporting
  • X-ray of public funds
  • Sustainability insights
  • Alternative investments overview
  • Comparable Private-Equity overview
  • Risk and exposure reporting
  • Fee controlling and reporting
  • Bank integrations
  • Fully enabled API for export and import

Assets supported

  • Bankable or Financial Assets & Funds
  • Derivatives
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate
  • Digital Assets & Crypto Currency

Compliance

  • MiFID II
  • GDPR
  • SOC 2
  • SFDR

Whitelabel

  • Yes


  • Portfolio management
  • Data aggregation
  • Consolidated reporting


  • 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


  • 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


  • GDPR compliant
  • ISO27001:2022 certified


  • Yes, desktop, mobile and tablet apps

Technology
Type Of Software

  • SAAS
  • Serviced software

Ecosystem

  • Microsoft

Integrations

  • Office 365 security integration
  • Integration to ERP systems
  • Microsoft Power BI
  • Excel
  • API

Mobile App

  • Yes


  • Serviced software
  • SaaS


  • Employs bank-grade security measures in order to safeguard our clients’ data and holds an ISO27001:2022 certification.
  • Multi-factor authentication


  • Google Kubernetes Engine
  • PostgreSQL
  • MongoDB
  • Clickhouse
  • Java Springboot
  • Typescript
  • Python
  • Angular
  • Airflow
  • Apache Kafka
  • Keycloak
  • Grafana
  • Prometheus


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