Sage vs Swimbird

You are looking for alternatives to Sage. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Sage Intacct

Accounting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and family offices rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.

Swimbird

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.

15-20

–

2018

Owned by management and external investors
Staff also have ownership

Sweden

Stockholm

Sweden
Finland
Denmark
Norway
Switzerland

$10 billion

–

Client

Multi-family offices

Individual wealth owners
Single-family offices
Banks
Financial advisors

15-30

Product

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

Technology

Serviced software
SaaS
Fully standalone

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

Java

–

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