Asseta vs Swimbird

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

Asseta

Accounting

Asseta (formerly Prismatic) is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for family offices and high-net-worth individuals. Offering a 360° real-time view of your wealth, businesses, and investments.

Swimbird

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.

Employees

0-10

Revenue

Founded

2022

Incorporated

Locations

New York City

Top 5 Markets

United States of America,
Canada,
Malta,
Switzerland,
France

Total AUM

Avg. AUM per client

Ownership

Owned by management,
External investors (neither clients nor staff),
Clients are also owners

–

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

Individual wealth owners,
Multi-family offices,
Fund managers,
Funds of funds,
Software and technology providers

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

Financial advisors

Product

Main Tasks

Portfolio & Cost Analysis,
Technology provider,
Consolidated Reporting,
Real Estate,
Real-estate Related Ventures,
Digital Assets & Currencies,
Data Aggregation,
Compliance,
Property Managers

Top features

Custom Reports,
Full Multi-Currency Support,
Proven Agility,
Digital Excellence

Assets supported

Cash & Equivalents,
Alternatives,
Art & Collectibles,
Commodities,
Cryptocurrency,
Commercial,
Digital Assets & Crypto Currency,
Equities,
Gold & Precious Metals,
Bankable or Financial Assets & Funds,
Hedge Funds,
Insurance,
Lifestyle Assets & Rare Collectibles,
REITS,
Real Estate,
Private Equity Funds,
Venture Capital,
Residential,
Warehousing & Industrial,
Real Estate,
Foreign Exchange,
Direct Private Equity

Compliance

Whitelabel

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

Ecosystem

Integrations

Accounting (Quickbooks, Xero),
Payroll (ADP, Gusto),
Wealth Management (Addepar, Vyzer, MyFO, Kubera),
Payables (Bill, Ramp, Brex, Stripe),
Banking (12000+ institutions),
Reporting (Tableau, Looker, Snowflake, PowerBI, Sheets),
Tax + K-1s (Juniper Square, Arch),
Administrative (Office365, GSuite, Slack)

Mobile App

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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