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
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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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escali-logo

Escali

Category
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.

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Company
Employees

  • 15-20
Founded

  • 2018
Ownership

  • Owned by external investors
  • Staff also have ownership
Incorporated

  • Sweden
Locations

  • Stockholm
Top 5 Markets

  • Sweden
  • Finland
  • Denmark
  • Norway
  • Switzerland
Total AUM

  • $10 billion

  • 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

  • 15-30

  • 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
  • Private equity funds
  • Commercial real estate
  • Accounting records
  • Data warehouse, record keeping incl full audit trail
  • Market and static data master
Assets supported

  • Bankable assets
  • Private equity
  • Commercial real estate
  • Private assets (e.g. collections)
Compliance

  • GDPR
Whitelabel

  • Yes

  • 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

  • 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

-


  • 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

  • No
Simple solutions for complex times.