Greenlock vs Swimbird

You are looking for alternatives to Greenlock. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Go back to Greenlock
Greenlock logo

Greenlock

Category
Consolidated Reporting

The financial intermediaries thrive on opacity — beneficiaries almost never see the true cost of inefficiency. Hidden fees, suboptimal strategies, and conflicts of interest are not exceptions but widespread practices, whether due to oversight or intent. We implement a comprehensive audit system, using proprietary fee benchmarks on 100+ private wealth datapoints, enabling the recovery of lost capital due to inefficiency and delivering a 10–30x return on the cost of our services.

Read more
Swiimbird logo for family offices

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.

Read more
Company
Employees

  • 0-10

Founded

  • 2022

Locations

  • Zurich

Top 5 Markets

  • Switzerland,
  • France,
  • United Kingdom,
  • United States of America,
  • Luxembourg

Ownership

  • Owned by management


  • 20+


–


  • 2018


  • Owned by management
  • External investors who are clients
  • Staff


  • Sweden


  • Stockholm


  • Sweden
  • Norway
  • Denmark
  • Switzerland
  • Luxembourg
  • Finland

Client
Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices


  • Single-family offices
  • Multi-family Offices
  • Individual wealth owners
  • Banks
  • Wealth managers


  • Financial advisors

Product
Main Tasks

  • Data Aggregation,
  • Consolidated Reporting,
  • Portfolio & Cost Analysis,
  • Risk Management

Top features

  • Custom Reports,
  • Digital Excellence,
  • Full Multi-Currency Support,
  • Ability to Whitelabel,
  • Transparency,
  • Visionary Purpose,
  • Proven Agility,
  • Custom Development Service

Assets supported

  • Alternatives,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Commercial,
  • Commodities,
  • Cryptocurrency,
  • Digital Assets & Crypto Currency,
  • Equities,
  • Fixed Income,
  • Foreign Exchange,
  • Hedge Funds,
  • Insurance,
  • Private Debt,
  • Private Equity,
  • Private Equity & Direct Investments,
  • Private Equity Funds,
  • REITS,
  • Real Estate,
  • Venture Capital,
  • Other

Whitelabel

  • Yes


  • Portfolio management
  • Data aggregation
  • Consolidated reporting


  • Connectivity and integration to 100+ banks and data sources
  • Portfolio overview all assets & liabilities
  • Flexible and customizable reporting
  • Performance and risk analysis
  • Complete asset allocation
  • Private equity investment features
  • Private equity funds including cash flow projections
  • Commercial real estate overview with financials
  • Safe document storage with tagging capabilities
  • Accounting software integrations
  • Cloud-based data warehouse
  • Customized user access rights
  • Best in class user interface
  • Cash flow forecast
  • Record keeping including a full audit trail


  • Bankable assets
  • Private equity
  • Private equity and venture capital funds
  • Commercial real estate
  • Residential real estate
  • Collectables (e.g. cars, jewellery, art)
  • Derivatives
  • Any asset class is supported


  • GDPR compliant
  • ISO27001:2022 certified


  • Yes, desktop, mobile and tablet apps

Technology
Type Of Software

  • Serviced software,
  • SAAS

Integrations

  • Greenlock is a cloud-based solution, no extra integration is needed.

Mobile App

  • No


  • Serviced software
  • SaaS


  • Employs bank-grade security measures in order to safeguard our clients’ data and holds an ISO27001:2022 certification.
  • Multi-factor authentication


  • Google Kubernetes Engine
  • PostgreSQL
  • MongoDB
  • Clickhouse
  • Java Springboot
  • Typescript
  • Python
  • Angular
  • Airflow
  • Apache Kafka
  • Keycloak
  • Grafana
  • Prometheus


–


–