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Swimbird vs Etops 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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Etops, family office software, portfolio management software, consolidated reporting software

Etops

Category
Consolidated Reporting

Switzerland-based Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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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


50-100


-


2010


  • Owned by management
  • External investors


Switzerland


  • Altendorf
  • Zurich
  • Bratislava
  • Lviv


  • Germany
  • Liechtenstein
  • Luxembourg
  • Switzerland
  • France


$68bn


-

Client
Focus

Multi-Family Offices

Serves also

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

Number

3


  • Single-Family Offices


  • Individual Wealth Owners,
  • Multi-Family Offices
  • Independent Advisors
  • Fund managers
  • Banks


+70

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
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting


  • Consolidated reporting
  • Regulatory compliance
  • Comprehensive portfolio analytics
  • Risk management
  • Private equity & non-bankable reporting
  • Sustainability analytics & ESG reporting
  • Interactive dashboards
  • Attractive mobile apps
  • Workflow management
  • Ecosystem with intelligent marketplace
  • Compliance (MiFID II, GDPR, UCITS, AIFMD)


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


-


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


  • Serviced Software
  • SAAS
  • Fully Standalone


  • Encryption
  • Hosting in secure IT centers
  • Access control
  • 2-factor-authentication
  • Anonymization
  • User rights management


Microsoft


-


Yes (iOS & Android)

Simple solutions for complex times.