Escali vs Swimbird Comparison

You are looking for alternatives to Escali. 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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Escali

Category
Consolidated Reporting

Norway based Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies. Escali Financials is scalable, cost effective and cloud-based and includes Portfolio Management, Risk Management, Treasury Management and Consolidated Reporting. Integrated with more than 50 ERP-systems and data providers such as Bloomberg, Refinitiv, Nordic Trustee and Infront.

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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

-

Founded

2002

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

Norway

Locations

  • Bergen
  • Oslo

Top 5 Markets

  • Denmark
  • Sweden
  • Norway
  • Finland
  • United Kingdom

Total AUM

$12Bn

Avg. AUM per client

-


0-10


-


2018


  • Owned by management
  • Key staff also have ownership


Sweden


Stockholm


  • Sweden
  • Finland
  • Denmark
  • Norway
  • Luxembourg


$1.3b


$400m

Client
Focus

Multi family offices

Serves also

  • Individual Wealth Owners
  • Financial advisors
  • Banks
  • Fund Managers

Number of clients:

+100


Multi-Family Offices


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


3

Product
Main tasks

  • Consolidated Reporting
  • Portfolio Management
  • Treasury Management
  • Risk Management
  • Governance
  • Compliance
  • Impact/ESG Reporting

Top features

  • Cloud-based 
  • Dynamic and flexible dashboards and reports 
  • Performance and strategy monitoring 
  • Seamless 2-way integration to data terminals 
  • Use AI to read and import contract notes 
  • Electronic contract notes available in the system
  • Access control to features and reports 
  • Automatic interest fixing on interest bearing instr.
  • Seamless integration to ERP-systems 
  • Handles all types of asset classes

Assets supported

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

Compliance

  • AML
  • KYC
  • Regulatory Reporting

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

  • SaaS
  • Serviced Software

Security

  • Microsoft operates physical and SQL servers 
  • Microsoft backup and Escali additional backup 
  • Authentication with username and password 
  • 2-factor authentication 
  • Anually security audited 
  • All traffic is encrypted with SSL based encryption 
  • Dedicated SQL instances per customer 
  • Individual data and software areas per customer 
  • Automatic monitoring of login attempts

Ecosystem

Microsoft

Integrations

  • Office 365 security integration 
  • Power BI integration 
  • Bloomberg integration 
  • Infront integration 
  • Refintiv integration 
  • Fixrate integration 
  • Bank integrations (approximately 120)
  • ERP integrations (approximately 50 formats)
  • Excel integrations 
  • CSV-/txt-file integrations 
  • Settlement integrations

Mobile App

No


  • 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.