Swimbird vs Asora

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

Swimbird

Category
Consolidated Reporting

Swimbird offers a cutting-edge platform that integrates, aggregates, validates, and enriches financial data across all asset types. Built on this foundation of clean, reliable data, we provide modern analytical and reporting tools.

Read more
asora

Asora

Category
Data Aggregation

Denmark’s new entrant Asora securely connects and aggregates clients’ data to provide benchmarking, risk and performance reporting that is easy on the eye. Asora’s platforms allows it to track and monitor both private and liquid assets while the mobile app provides a compelling experience to the principals. Data coverage and quality is a cornerstone, and as an open platform Asora seamlessly integrates with other systems.

Read more
Company
Employees

  • 20+

Revenue

–

Founded

  • 2018

Ownership

  • Owned by management
  • External investors who are clients
  • Staff

Incorporated

  • Sweden

Locations

  • Stockholm

Top markets

  • Sweden
  • Norway
  • Denmark
  • Switzerland
  • Luxembourg
  • Finland


  • 11-50


–


  • 2020


  • Owned by management
  • Key staff also have ownership


  • Ireland


  • Dublin


  • United Kingdom
  • Luxembourg
  • Ireland
  • Channel Islands (Jersey, Guernsey)


–


–

Client
Focus

  • Single-family offices
  • Multi-family Offices
  • Individual wealth owners
  • Banks
  • Wealth managers

Serves also

  • Financial advisors


Single family offices


  • Individual wealth owners
  • Single family offices
  • Multi-family offices


–

Product
Main tasks

  • Portfolio management
  • Data aggregation
  • Consolidated reporting

Top features

  • Connectivity and integration to 100+ banks and data sources
  • Portfolio overview all assets & liabilities
  • Flexible and customizable reporting
  • Performance and risk analysis
  • Complete asset allocation
  • Private equity investment features
  • Private equity funds including cash flow projections
  • Commercial real estate overview with financials
  • Safe document storage with tagging capabilities
  • Accounting software integrations
  • Cloud-based data warehouse
  • Customized user access rights
  • Best in class user interface
  • Cash flow forecast
  • Record keeping including a full audit trail

Assets supported

  • Bankable assets
  • Private equity
  • Private equity and venture capital funds
  • Commercial real estate
  • Residential real estate
  • Collectables (e.g. cars, jewellery, art)
  • Derivatives
  • Any asset class is supported

Compliance

  • GDPR compliant
  • ISO27001:2022 certified

Whitelabel

  • Yes, desktop, mobile and tablet apps


  • Consolidated Reporting
  • Data Aggregation
  • Data
  • Governance
  • Portfolio Management


  • Digital Excellence
  • Ability to Whitelabel
  • Full Multi-Currency Support
  • Mobile App
  • Proven Agility
  • Visionary Purpose


  • Bankable or Financial Assets & Funds
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate


  • GDPR


  • Yes

Technology
Type Of Software

  • Serviced software
  • SaaS

Security

  • Employs bank-grade security measures in order to safeguard our clients’ data and holds an ISO27001:2022 certification.
  • Multi-factor authentication

Ecosystem

  • Google Kubernetes Engine
  • PostgreSQL
  • MongoDB
  • Clickhouse
  • Java Springboot
  • Typescript
  • Python
  • Angular
  • Airflow
  • Apache Kafka
  • Keycloak
  • Grafana
  • Prometheus

Integrations

–

Mobile App

–


  • SAAS


–


  • Microsoft


  • MS Excel
  • Refinitiv
  • Morningstar
  • Factset


  • Yes