Asseta vs Swimbird

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Asseta

Category
Artificial Intelligence

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.

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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 – 25

Revenue

-

Founded

  • January 2023

Incorporated

-

Locations

  • New York City

AUM

$11B

Avg. AUM per client

-

Ownership

  • Owned by management
  • External investors (neither clients nor staff)


  • 20+


–


  • 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

  • Consolidated Reporting
  • Data Aggregation

Top features

  • Custom Reports

Assets supported

  • Cash & Equivalents
  • Alternatives
  • Art & Collectibles
  • Commodities
  • Cryptocurrency
  • Digital Assets & Crypto Currency
  • Equities
  • Gold & Precious Metals
  • Real Estate
  • Private Equity Funds
  • Venture Capital
  • Foreign Exchange
  • Direct Private Equity

Compliance

-

Whitelabel

  • No


  • 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

  • Payroll (ADP, Gusto)
  • Wealth Management (Addepar, Asora, Black Diamond, LandyTech, MyFO)
  • Payables (Bill, Ramp, Brex, Stripe)
  • Banking (12000+ institutions)
  • Tax + K-1s (Juniper Square, Arch)

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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