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

  • Denmark

Top 5 Markets

  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom

Total AUM

  • $14 bn

Avg. AUM per client

  • $160 million


0-10


-


2018


  • Owned by management
  • Key staff also have ownership


Sweden


Stockholm


  • Sweden
  • Finland
  • Denmark
  • Norway
  • Luxembourg


$1.3b


$400m

Client
Focus

  • Individual Wealth Owners (UHNWIs)

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


3

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 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
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


-


No

Simple solutions for complex times.