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

  • $12 billion
Avg. AUM per client

-


  • 15-20

  • 2018

  • Owned by external investors
  • Staff also have ownership

  • Sweden

  • Stockholm

  • Sweden
  • Finland
  • Denmark
  • Norway
  • Switzerland

  • $10 billion
Client
Focus

  • Single-family offices
Serves also

  • Individual wealth owners
  • Financial advisors
  • Banks
  • Fund managers
  • Multi-family offices
Number of clients:

  • 100+

  • Multi-family offices

  • Individual wealth owners
  • Single-family offices
  • Banks
  • Financial advisors

  • 15-30
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
  • 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

  • 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

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