IQ-EQ vs Swimbird

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IQ-EQ

IQ-EQ

Category
Outsourced solutions

IQ-EQ combines one of the best in class accounting systems for closed-end funds or private assets (FIS Investran) and open-ended funds or public securities (Paxus) with best in class online visualisation technology. No need for in-house developers, as we have our own development team.

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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.

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Company
Employees

  • 5000+

Revenue

-

Founded

  • 1896

Incorporated

-

Locations

  • Amsterdam
  • Belfast
  • Bermuda
  • British Virgin Islands
  • Brussels
  • Cape Town
  • Cayman Islands
  • Cebu City
  • Curacao
  • Dallas, Texas
  • Dubai
  • Dublin
  • Geneva
  • GIFT City
  • Guernsey
  • Hyderabad
  • Isle of Man
  • Jersey
  • London
  • Luxembourg
  • Miami
  • Mumbai
  • Newcastle
  • New York
  • Nicosia
  • Paris
  • Pasig City
  • Port Louis
  • Shanghai
  • Sheung Wan
  • Singapore
  • Tokyo

Top 5 Markets

  • United Kingdom
  • United States of America
  • Singapore
  • Luxembourg
  • United Arab Emirates

Total AUM

-

Avg. AUM per client

-

Ownership

  • Key staff also have ownership
  • Owned by a larger corporation


  • 20+


–


  • 2018


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


  • Sweden


  • Stockholm


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

Client
Focus

  • Single-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs)
  • Fund managers
  • Banks
  • Pensions
  • Endowments
  • Foundations
  • Funds of funds

-


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


  • Financial advisors

Product
Main Tasks

  • Consolidated Reporting
  • Data Aggregation
  • Portfolio & Cost Analysis
  • Developers
  • Data
  • Compliance
  • Investing Technology
  • Real Estate

Top features

  • Mobile App
  • Custom Reports
  • Full Multi-Currency Support
  • Custom Development Service
  • Ability to Whitelabel

Assets supported

  • Art & Collectables
  • Alternatives
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents
  • Commercial
  • Commodities
  • Rating Agency
  • Impact Funds & Deal Platform
  • Developed Markets
  • Developing Markets
  • Direct Private Equity
  • Fixed Income
  • Foreign Exchange
  • Equities
  • Hedge Funds
  • Gold & Precious Metals
  • Infrastructure
  • Insurance
  • Lifestyle Assets & Rare Collectibles
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments
  • Private Equity Funds
  • Real Estate,
  • REITS
  • Warehousing & Industrial
  • Venture Capital
  • Residential

Compliance

-

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

Ecosystem

-

Integrations

  • IQ-EQ Navigator
  • IQ-EQ gVUE
  • IQ-EQ Compass
  • IQ-EQ Connect
  • Max Comply
  • Yardi
  • ALLVUE
  • Diligend
  • Enfusion
  • Box
  • Snowflake
  • Novata
  • Power BI
  • Freyda
  • FIS Capital Suite
  • Trident Connect
  • Tableau

Mobile App

  • Yes

-


  • 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


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