Escali vs Swimbird Comparison

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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

-


  • 0-10

-


  • 2018

  • Owned by management
  • Key staff also have ownership

  • Sweden

  • Stockholm

  • Sweden
  • Finland
  • Denmark
  • Norway
  • Luxembourg

  • $1.3 billion

  • $400 million
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

  • 10
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

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