Assure Wealth vs Swimbird Comparison

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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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SWIMBIRD

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 5 Markets

  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom
Total AUM

  • $20 billion
Avg. AUM per client

  • $160 million

  • 15-20

  • 2018

  • Owned by external investors
  • Staff also have ownership

  • Sweden

  • Stockholm

  • Sweden
  • Finland
  • Denmark
  • Norway
  • Switzerland

  • $10 billion
Client
Focus

  • Individual wealth owners
Serves also

  • Single-family offices
  • Multi-family offices
Number of clients:

  • 50 UHNWI
  • 3 SFO
  • 10 foundations

  • Multi-family offices

  • Individual wealth owners
  • Single-family offices
  • Banks
  • Financial advisors

  • 15-30
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
  • 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

  • Serviced software
Security

  • Two-factor login
  • Secure emails
Ecosystem

  • VITEC
Integrations

  • Accounting systems
  • DW-solutions
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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