Swimbird vs Etops 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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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

  • $1.3 billion
Avg. AUM per client

  • $400 million

  • 50-100

-


  • 2010

  • Owned by management
  • External investors

  • Switzerland

  • Altendorf
  • Zurich
  • Bratislava
  • Lviv

  • Germany
  • Liechtenstein
  • Luxembourg
  • Switzerland
  • France

  • $68 billion

-

Client
Focus

  • Multi-family offices
Serves also

  • Individual wealth owners
  • Single-family offices
  • Banks
  • Financial advisors
Number

  • 10

  • 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

-


  • Serviced software
  • SAAS
  • Fully standalone

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

  • Microsoft

-


  • Yes (iOS & Android)
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