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

  • 15-20

Revenue

–

Founded

  • 2018

Ownership

  • Owned by management and external investors
  • Staff also have ownership

Incorporated

  • Sweden

Locations

  • Stockholm

Top markets

  • Sweden
  • Finland
  • Denmark
  • Norway
  • Switzerland

Total AUM

  • $10 billion

Avg. AUM per client

–


  • 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

  • 15-30


  • 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
  • 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
  • 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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