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

Alwy
Category
Accelerator
Empower your family office with our all-in-one technology solution. Alwy provide advanced financial planning tools that streamline operations and enhance client experiences. By reducing the total cost of ownership, our platform helps you manage assets more efficiently, offering your end clients a smoother, more intuitive experience.
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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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Employees
- 0-10
Revenue
-
Founded
- 2020
Incorporated
-
Locations
- Stockholm
Top 5 Markets
- Sweden,
- Norway,
- Netherlands,
- Belgium,
- United Kingdom
Total AUM
-
Avg. AUM per client
-
Ownership
- Key staff also have ownership,
- Owned by management,
- External investors (neither clients nor staff)
- 15-20
–
- 2018
- Owned by management and external investors
- Staff also have ownership
- Sweden
- Stockholm
- Sweden
- Finland
- Denmark
- Norway
- Switzerland
- $10 billion
–
Client
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners,
- Single family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Fund managers,
- Custodians,
- Banks,
- Pensions,
- Funds of funds
-
- Multi-family offices
- Individual wealth owners
- Single-family offices
- Banks
- Financial advisors
- 15-30
Product
Main Tasks
- Accelerator,
- Advisors,
- Compliance,
- Consolidated Reporting,
- CRM,
- Data Aggregation,
- Data,
- Technology provider,
- Asset Managers,
- Engagement Platform,
- Investing Technology,
- Risk Management,
- Portfolio Management,
- Portfolio & Cost Analysis
Top features
- Ability to Whitelabel,
- Banking Providers
- Custom Development Service,
- Custom Reports,
- Digital Excellence,
- Full Multi-Currency Support,
- Mobile App,
- Proven Agility,
- Sustainability,
- Transparency,
- Visionary Purpose
Assets supported
- Alternatives,
- Art & Collectibles
- Bankable or Financial Assets & Funds,
- Art & Collectibles,
- Commercial,
- Commodities,
- Cryptocurrency,
- Developed Markets,
- Developing Markets,
- Digital Assets & Cryptocurrencies
- Direct Private Equity,
- Equities,
- Fixed Income,
- Foreign Exchange,
- Gold & Precious Metals,
- Insurance,
- Hedge Funds,
- Infrastructure,
- Lifestyle Assets & Rare Collectibles,
- Music Royalty,
- Private Debt,
- Private Equity,
- Private Equity & Direct Investments,
- Private Equity Funds,
- Real Estate,
- REITS,
- Residential,
- Venture Capital,
- Warehousing & Industrial
Compliance
-
Whitelabel
- Yes
- Portfolio management
- Data aggregation
- Consolidated reporting
- 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
- Private equity funds
- Commercial real estate
- Accounting records
- Data warehouse, record keeping incl full audit trail
- Market and static data master
- Bankable assets
- Private equity
- Commercial real estate
- Private assets (e.g. collections)
- GDPR
- Yes
Technology
Type Of Software
- SAAS,
- Fully Standalone,
- Serviced Software
Ecosystem
-
Integrations
We offer a wide range of software integrations to meet the needs of our clients. Key integrations include API connectivity with leading financial platforms, trading systems and CRM systems. Additionally, we support integrations with data analytics tools, and custodial platforms to ensure seamless operations and comprehensive data management across your organisation.
Mobile App
- Yes
-
- Serviced software
- SaaS
- Fully standalone
- SWIP employs bank-grade security measures in order to safeguard our clients’ data.
- Java
–
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