Swimbird vs Escali Comparison

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

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.

Escali

Consolidated Reporting

Norway based Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies. Escali Financials is scalable, cost effective and cloud-based and includes Portfolio Management, Risk Management, Treasury Management and Consolidated Reporting. Integrated with more than 50 ERP-systems and data providers such as Bloomberg, Refinitiv, Nordic Trustee and Infront.

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

$1.3 billion

Avg. AUM per client

$400 million

11-50

2002

Owned by management
Key staff also have ownership

Norway

Bergen
Oslo

Denmark
Sweden
Norway
Finland
United Kingdom

$12 billion

Client

Focus

Multi-family offices

Serves also

Individual wealth owners
Single-family offices
Banks
Financial advisors

Number

Single-family offices

Individual wealth owners
Financial advisors
Banks
Fund managers
Multi-family offices

100+

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

Consolidated reporting
Portfolio management
Treasury management
Risk management
Governance
Compliance
Impact/ESG reporting

Cloud-based
Dynamic and flexible dashboards and reports
Performance and strategy monitoring
Seamless 2-way integration to data terminals
Use AI to read and import contract notes
Electronic contract notes available in the system
Access control to features and reports
Automatic interest fixing on interest bearing instr.
Seamless integration to ERP-systems
Handles all types of asset classes

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

AML
KYC
Regulatory Reporting

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

SaaS
Serviced Software

Microsoft operates physical and SQL servers
Microsoft backup and Escali additional backup
Authentication with username and password
2-factor authentication
Anually security audited
All traffic is encrypted with SSL based encryption
Dedicated SQL instances per customer
Individual data and software areas per customer
Automatic monitoring of login attempts

Microsoft

Office 365 security integration
Power BI integration
Bloomberg integration
Infront integration
Refintiv integration
Fixrate integration
Bank integrations (approximately 120)
ERP integrations (approximately 50 formats)
Excel integrations
CSV-/txt-file integrations
Settlement integrations

Simple solutions for complex times.

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Swimbird vs Escali Comparison

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

Swimbird

Category

Consolidated Reporting

Escali

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.

Reads

Experts

Companies

Swimbird vs Escali Comparison

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

Swimbird

Category

Consolidated Reporting

Escali

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.