Private Wealth Systems vs Swimbird
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Private Wealth Systems
Category
Consolidated Reporting
USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.
Read moreSwimbird
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 moreCompany
Employees
- 11-50
Revenue
–
Founded
- 2014
Ownership
- Owned by management
- Clients are also owners
Incorporated
- United States of America
Locations
- Charlotte
- New York
- Salt Lake City
Top markets
- Switzerland
- United States of America
- United Kingdom
- Saudi Arabia
- Australia
Total AUM
- $200 billion
Avg. AUM per client
- $223 million
- 15-20
–
- 2018
- Owned by management and external investors
- Staff also have ownership
- Sweden
- Stockholm
- Sweden
- Finland
- Denmark
- Norway
- Switzerland
- $10 billion
–
Client
Focus
- Single-family offices
Serves also
- Multi-family offices
- Banks
- Individual wealth owners
- Fund managers
Number
- 650+ UHNWIs and family offices
- Multi-family offices
- Individual wealth owners
- Single-family offices
- Banks
- Financial advisors
- 15-30
Product
Main tasks
- Accounting
- Consolidated reporting
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
Top features
- Data aggregation – our direct bank feeds captures 3x more data than other providers.
- Data validation – we perform daily reconciliation and correct bank data errors.
- Performance calculation – in side by side comparisons with other systems we have proven double-digit accuracy in performance and analytics.
- Custom reporting – our award winning data model empowers each user to personalize their data any way they want.
- Digital portal – wealth owners can customize their own mobile dashboards to have total power over their wealth.
Assets supported
- Private equity
- Bankable assets
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
Compliance
- GDPR
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
- Multi factor authentication
- Application scanning
- Network scanning
- Encryption at-rest and in-transit
- Data leakage prevention (DLP)
- User level access controls
- Annual audits by global banks
Ecosystem
- Microsoft
Integrations
- API that can connect with any third party system including CRM, bill pay
Mobile App
- Yes
- Serviced software
- SaaS
- Fully standalone
- SWIP employs bank-grade security measures in order to safeguard our clients’ data.
- Java
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