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

Hemonto

Category
Consolidated Reporting

Denmark-based Hemonto, delivers state-of-the-art consolidated financial reporting through their platform and their permanent team of experts. They ensure that data accuracy and services can be tailored to customized reporting needs without compromising data integrity, enabling real-time and verifiable data to be the basis for financial decisions.

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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


11-50


-


2006


  • Owned by management
  • Clients are also owners


Denmark


  • Aarhus
  • Copenhagen
  • Oslo


  • Denmark
  • Germany
  • Norway
  • Switzerland
  • United Kingdom


-


+$30B

Client
Focus

Multi-Family Offices

Serves also

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

Number

3


Single- & Multi family offices


  • Individual Wealth Owners
  • Financial advisors
  • Banks


+100

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
  • Governance
  • Portfolio Management
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting
  • Data management
  • Bespoke reporting
  • Cost controlling
  • Benchmarking
  • Dataset as a service


  • Consolidated performance reporting
  • Accounting and administration
  • Consolidated risk and exposure reporting
  • Bespoke consolidated reporting
  • Private-Equity reporting
  • ESG screening
  • Costs analysis
  • Extended monitoring of costs and compliance
  • Dynamic customer portal with business-intelligence tools
  • Hemonto App


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


  • MiFID II
  • GDPR


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
  • Serviced Software


  • Azure multi-factor authentication
  • ISAE 3402-II control report can be forwarded on request


Microsoft


  • Office 365 Security integration
  • Integration to ERP systems
  • Microsoft Power
  • BIExcel


Yes

Simple solutions for complex times.