Swimbird vs Altoo Comparison

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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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Altoo, family office software, portfolio management software, consolidated reporting software

Altoo

Category
Consolidated Reporting

Developed and hosted in Switzerland, Altoo prides itself on Swiss precision in intuitive wealth data aggregation and monitoring. Encompassing a range of functions from consolidated reporting, governance, data aggregation to risk management, the software provides simplicity and control to private wealth owners and family offices.

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Company
Employees

0-10

Revenue

-

Founded

2018

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

Sweden

Locations

Stockholm

Top 5 Markets

  • Sweden
  • Finland
  • Denmark
  • Norway
  • Luxembourg

Total AUM

$1.3b

Avg. AUM per client

$400m


11-50


-


2017


  • Owned by management
  • Key staff
  • Clients


Switzerland


Zug


  • Switzerland
  • United Kingdom
  • Italy
  • Germany
  • Hong Kong


As the data is encrypted, Altoo is not in the position to calculate this data.


CHF 250m

Client
Focus

Multi-Family Offices

Serves also

  • Individual Wealth Owners
  • Single-Family Offices
  • Banks
  • Financial advisors

Number

3


Individual Wealth Owners


  • Single family offices
  • Multi family offices
  • Fund managers
  • Financial advisors
  • Banks
  • Trustees


Statistics and reference clients available upon requests

Product
Main tasks

  • Portfolio Management
  • Data Aggregation
  • Consolidated Reporting

Top features

  • 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 and alternative investments
  • Accounting records
  • Data warehouse, record keeping incl full audit trail
  • Market and static data master

Assets supported

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

Compliance

GDPR

Whitelabel

Yes


  • Consolidated Reporting
  • Governance
  • Data Aggregation
  • Risk Management
  • Document Management
  • Task Management
  • Secure Communication


  • Consolidation of bankable and non-bankable assets
  • Asset Allocation overview
  • Independent performance calculation
  • Intuitive ‘Explore’ feature to analyse asset/performance
  • Safe document storage and tagging
  • Monitoring of performance and asset movements
  • Cashflow Analyzer (incl. future cashflows)
  • Legal Structure overview
  • Setup delegate users with partial access
  • Non bankable asset overview


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


GDPR


Yes

Technology
Type Of Software

  • Serviced Software
  • SAAS
  • Fully Standalone

Security

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

Ecosystem

Java

Integrations

-

Mobile App

No


SaaS


  • Private cloud on own hardware
  • Swiss Tier 4 Data Center individual client data encryption HSM
  • For more please see https://sec3d.altoo.io


Linux
Java
Scala
SBT
cassandra
akka
grafana
logstash
kibana


  • Accounting software
  • Portfolio Management Systems


Yes

Simple solutions for complex times.