Assure Wealth vs Swimbird Comparison

You are looking for alternatives to Assure Wealth. 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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Assure Wealth

Assure Wealth

Category
Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

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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

Revenue

  • $2.5 million

Founded

  • 2014

Ownership

  • Key staff also have ownership
  • Clients are also owners

Incorporated

  • Denmark

Locations

  • Nivå

Top markets

  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom

Total AUM

  • $20 billion

Avg. AUM per client

  • $160 million


  • 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

  • Individual wealth owners

Serves also

  • Single-family offices
  • Multi-family offices

Number

  • 50 UHNWI
  • 3 SFO
  • 10 foundations


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


  • Financial advisors

Product
Main tasks

  • Accounting
  • Consolidated reporting
  • Data aggregation
  • Risk management
  • Impact/ESG reporting

Top features

  • Overview
  • Flexible wealth reports
  • Independence
  • Full risk picture
  • Follow-up on performance
  • Integration to accounting systems

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Compliance

  • GDPR

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

  • Serviced software

Security

  • Two-factor login
  • Secure emails

Ecosystem

  • VITEC

Integrations

  • Accounting systems
  • DW-solutions

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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