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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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.

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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.

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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 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

-


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