DAPM vs Swimbird

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DAPM - Dynamic Assets & Performance Monitoring SA

Digital Assets & Currencies

Founded in 2002, we are leaders in wealth consolidation and supervision. Headquartered in Geneva, with offices in the US and Asia, we continue to drive innovation and excellence in the industry. With a unique blend of cutting-edge technology and deep financial expertise, we deliver unparalleled transparency and oversight for our clients.

Swimbird

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.

Employees

100-500

Founded

2002

Locations

Geneva,
Miami,
Singapore,
Lisbon,
London

Top 5 Markets

Singapore,
Switzerland,
United Arab Emirates,
United Kingdom,
United States of America

Total AUM

$ 200B

Ownership

Owned by management

15-20

–

2018

Owned by management and external investors
Staff also have ownership

Sweden

Stockholm

Sweden
Finland
Denmark
Norway
Switzerland

$10 billion

–

Client

Focus

Single-family offices

Secondary focus

Individual wealth owners,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Pensions,
Endowments,
Foundations

Multi-family offices

Individual wealth owners
Single-family offices
Banks
Financial advisors

15-30

Product

Main Tasks

Consolidated Reporting,
Data Aggregation,
Digital Assets & Currencies,
Governance,
Impact & ESG,
Portfolio & Cost Analysis,
Real Estate,
Risk Management

Top features

Ability to Whitelabel,
Custom Development Service,
Custom Reports,
Digital Excellence,
Full Multi-Currency Support,
Mobile App,
Other Services,
Proven Agility,
Transparency

Assets supported

Alternatives,
Art & Collectibles,
Bankable or Financial Assets & Funds,
Cash & Equivalents,
Commercial,
Commodities,
Cryptocurrencies,
Developed Markets,
Developing Markets,
Digital Assets & Crypto Assets,
Commodities,
Equities,
Fixed Income,
Foreign Exchange,
Gold & Precious Metals,
Hedge Funds,
Infrastructure,
Insurance,
Lifestyle Assets & Rare Collectibles,
Music Royalty,
Private Debt,
Private Equity,
Private Equity & Direct Investments,
Private Equity Funds,
Real Estate,
REITS,
Residential,
Venture Capital,
Warehousing & Industrial

Whitelabel

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

Technology

Type Of Software

SAAS,
Serviced software

Integrations

Single sign-on

Mobile App

Serviced software
SaaS
Fully standalone

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

Java

–

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