Swimbird vs FA Solutions 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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FASolutions, family office software, portfolio management software, consolidated reporting software

FA Solutions

Category
Portfolio Management

Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do.

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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


-


1999


  • Owned by management
  • Key staff also have ownership


Finland


  • London
  • Helsinki
  • Stockholm
  • Riga


  • Norway
  • Singapore
  • Switzerland
  • United Arab Emirates
  • United Kingdom


$+100B


$500M-5B

Client
Focus

Multi-Family Offices

Serves also

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

Number

3


Multi-Family Offices


  • Single-Family Offices
  • Fund managers
  • Financial advisors
  • 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


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


  • Portfolio & Trade order management
  • Analytics
  • Compliance
  • Corporate actions
  • Fee management
  • Reconciliation
  • FA Client Front
  • Reporting
  • Accounting
  • Client Management


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


  • MiFID II
  • GDPR
  • AIFMD
  • UCITS


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


SaaS


  • Layers approach
  • Two-factor authentication ISO Certified hosting partners
  • SSL encryption
  • 3rd party annual penetration test audit trail


  • Microsoft
  • Google
  • Java


  • MS Office
  • M2 wealth
  • Various custody connections
  • Bloomberg
  • MorningStar
  • Nasdaq
  • Calastone
  • Azure


Yes

Simple solutions for complex times.