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
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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.

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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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  • 50-100




  • 2005


  • Owned by management


  • United States of America


  • 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


  • Single-family offices

Serves also

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


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

  • Multi-family offices

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

  • 15-30

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)





  • 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

Type Of Software

  • Serviced software
  • SaaS
  • Fully standalone


  • 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


  • Microsoft


  • 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

Simple solutions for complex times.