sign inEscali 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.
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
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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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