Swimbird vs Fincite
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.
Fincite
Category
Portfolio Management
Fincite solves challenges family offices are facing within their wealth management, advisory, or even self-execution services with the means of intelligent software. From onboarding (risk profile, sustainability preferences, KYC, AML, etc.), advice (automated investment proposal or wealth forecast), investment (portfolio optimizations or rebalancing), order execution (FIX, SWIFT or direct custodian connection) as well as regular reporting (portfolio aggregation and analysis). Their software offering is 100% modular.
Read moreCompany
Employees
- 20+
Revenue
–
Founded
- 2018
Ownership
- Owned by management
- External investors who are clients
- Staff
Incorporated
- Sweden
Locations
- Stockholm
Top markets
- Sweden
- Norway
- Denmark
- Switzerland
- Luxembourg
- Finland
- >50
< $50 million
- 2016
- Owned by management
- External investors (neither clients nor staff)
Germany
Frankfurt
- Germany
- United States of America
- DACH
- Nordics
- Dutch
–
–
Client
Focus
- Single-family offices
- Multi-family Offices
- Individual wealth owners
- Banks
- Wealth managers
Serves also
- Financial advisors
- Multi-family offices
- Individual wealth owners
- Single family offices
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Custodians
- Banks
- Brokerages
- 30 clients around the globe, thereof 5 international universal banks, 7 private banks, 4 wealth managers, 1 broker pool, 7 advisors.
Product
Main tasks
- Portfolio management
- Data aggregation
- Consolidated reporting
Top features
- Connectivity and integration to 100+ banks and data sources
- Portfolio overview all assets & liabilities
- Flexible and customizable reporting
- Performance and risk analysis
- Complete asset allocation
- Private equity investment features
- Private equity funds including cash flow projections
- Commercial real estate overview with financials
- Safe document storage with tagging capabilities
- Accounting software integrations
- Cloud-based data warehouse
- Customized user access rights
- Best in class user interface
- Cash flow forecast
- Record keeping including a full audit trail
Assets supported
- Bankable assets
- Private equity
- Private equity and venture capital funds
- Commercial real estate
- Residential real estate
- Collectables (e.g. cars, jewellery, art)
- Derivatives
- Any asset class is supported
Compliance
- GDPR compliant
- ISO27001:2022 certified
Whitelabel
- Yes, desktop, mobile and tablet apps
- Customer Onboarding
- Portfolio management
- Order execution
- Ability to Whitelabel
- Custom Development Service
- Custom Reports
- Digital Excellence
- Full Multi-Currency Support
- Mobile App
- Proven Agility
- Sustainability
- Real-time analytics
- Asset class aggregation
- Client Portal
- Alternatives
- Bankable or Financial Assets & Funds
- Cash & Equivalents
- Digital Assets & Crypto Currency
- Equities
- Fixed Income
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
- MiFID II
- GDPR
Yes
Technology
Type Of Software
- Serviced software
- SaaS
Security
- Employs bank-grade security measures in order to safeguard our clients’ data and holds an ISO27001:2022 certification.
- Multi-factor authentication
Ecosystem
- Google Kubernetes Engine
- PostgreSQL
- MongoDB
- Clickhouse
- Java Springboot
- Typescript
- Python
- Angular
- Airflow
- Apache Kafka
- Keycloak
- Grafana
- Prometheus
Integrations
–
Mobile App
–
SaaS
- Microsoft
- SAP
- Java
- Other
- There is no system we would not integrate with our flexible API data model, e.g. Microsoft Dynamics for CRM, Triple A for PMS/ OMS
Yes