STP Investment Services vs Swimbird

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STP Investment Services

Category
Technology provider

USA based, STP Investment Services, offers a platform that provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.

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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

  • 100-500

Revenue

-

Founded

  • 2008

Incorporated

-

Locations

  • Bangalore, India
  • Pennsylvania, USA
  • West Chester, USA

Top 5 Markets

  • United States of America

Total AUM

-

Avg. AUM per client

-

Ownership

  • Key staff have ownership,
  • External investors (neither clients nor staff)


  • 15-20



  • 2018


  • Owned by management and external investors
  • Staff also have ownership


  • Sweden


  • Stockholm


  • Sweden
  • Finland
  • Denmark
  • Norway
  • Switzerland


  • $10 billion


Client
Focus

  • Multi-family offices

Secondary focus

  • Banks,
  • Fund managers,
  • Individual wealth owners,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Single-family offices

-


  • Multi-family offices


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


  • 15-30

Product
Main Tasks

  • Accounting
  • Consolidated Reporting
  • Data Aggregation
  • Portfolio & Cost Analysis
  • Portfolio Management
  • Intra-Family Loans
  • After-tax performance reporting

Top features

  • Ability to White-label
  • Custom Development Service
  • Custom Reports
  • Full Multi-Currency Support

Assets supported

  • Alternatives
  • Art & Collectibles
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents Commercial
  • Commodities
  • Cryptocurrency
  • Developed Markets
  • Developing Markets
  • Digital Assets & Crypto Currency
  • Direct Private Equity
  • Equities
  • Fixed Income
  • Foreign Exchange
  • Gold & Precious Metals
  • Hedge Funds
  • Infrastructure
  • Insurance
  • Lifestyle Assets & Rare Collectibles
  • Music Royalty
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments
  • Private Equity Funds
  • Real Estate
  • REITS
  • Residential
  • Venture Capital
  • Warehousing & Industrial

Compliance

-

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

Ecosystem

-

Integrations

  • Salesforce,
  • Microsoft Dynamics,
  • Canoe

Mobile App

  • Yes

-


  • Serviced software
  • SaaS
  • Fully standalone


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


  • Java