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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Category

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

0-10


-


2018


  • Owned by management
  • Key staff also have ownership


Sweden


Stockholm


  • Sweden
  • Finland
  • Denmark
  • Norway
  • Luxembourg


$1.3b


$400m

Client

Multi-Family Offices


  • Individual Wealth Owners
  • Single-Family Offices
  • Banks
  • Financial advisors


3

Product

  • 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 and alternative investments
  • Accounting records
  • Data warehouse, record keeping incl full audit trail
  • Market and static data master


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


GDPR


Yes

Technology

  • Serviced Software
  • SAAS
  • Fully Standalone


SWIP employs bank-grade security measures in order to safeguard our clients’ data.


Java


-


No

Simple solutions for complex times.