Ruby vs Swimbird Comparison

You are looking for alternatives to Ruby. 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 Ruby
Ruby Logo

Ruby

Category
Portfolio Management

USA-based Accordia Group's RUBY provides a customizable technology platform that enables business intelligence, risk management and diversification while saving clients time and money and allowing them to focus on strategy. Its modern, cloud-native technology ensures faster servicing of business requests with reduced operational risk.

Read more
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.

Read more
Company
Employees

  • 50-100

Revenue

-

Founded

  • 2005

Ownership

  • Owned by management

Incorporated

  • United States of America

Locations

  • Greenwich
  • Niš

Top 5 Markets

  • United States of America
  • United Kingdom
  • Germany
  • Singapore

Total AUM

-

Avg. AUM per client

-


  • 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

  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Fund managers

Number

  • 1 Single-family office
  • 1 Asset manager
  • 3 Hedge funds


  • Multi-family offices


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


  • 15-30

Product
Main tasks

  • Consolidated reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (orders only)
  • Data aggregation
  • Risk management
  • Impact/ESG reporting

Top features

  • Security master
  • Order management
  • Data aggregation
  • P&L and performance
  • Risk
  • Reconciliations
  • Alerts
  • Compliance
  • Consolidated reporting
  • Client portal

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Compliance

-

Whitelabel

No


  • 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

  • Serviced software
  • SaaS
  • Fully standalone

Security

  • Private or public cloud of client’s choice
  • Office 365 or Active Directory Authentication
  • Encrypted data exchange between web UI and services running in the cloud
  • Option to use dedicated connection for streaming data between web UI and back-end services in the cloud
  • Encryption of database data residing in the cloud

Ecosystem

  • Microsoft

Integrations

  • Office 365 security integration Bloomberg
  • BackOffice
  • SAPI and Data
  • License Fin CAD financial library

Mobile App

  • No


  • Serviced software
  • SaaS
  • Fully standalone


  • SWIP employs bank-grade security measures in order to safeguard our clients’ data.


  • Java


–


–