DiliTrust SAS vs Swimbird

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DiliTrust

Artificial Intelligence

DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.

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

Revenue

Founded

1995

Incorporated

Locations

Paris
Milan
Dubai
Madrid
Mexico City
Wilmington
Munich
Montreal

Top Markets

France
Italy
United States of America

Total AUM

Avg. AUM per client

Ownership

Key staff also have ownership

15-20

–

2018

Owned by management and external investors
Staff also have ownership

Sweden

Stockholm

Sweden
Finland
Denmark
Norway
Switzerland

$10 billion

–

Client

Focus

Secondary focus

Single-family offices
Multi-family offices
Banks
Foundations
Software and technology providers
Other

Multi-family offices

Individual wealth owners
Single-family offices
Banks
Financial advisors

15-30

Product

Main Tasks

Compliance

Top features

Board meeting management
Contract automation
Automated Workflows
Delegation of authorities
Visual ownership view

Compliance

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

Ecosystem

Integrations

Outlook
Hubspot
Salesforce
Microsoft Dynamics
Google suite
E-signature providers
Office 365

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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