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

  • $1.3 billion
Avg. AUM per client

  • $400 million

  • 11-50

-


  • 2006

  • Owned by management
  • Clients are also owners

  • Denmark

  • Aarhus
  • Copenhagen
  • Oslo

  • Denmark
  • Germany
  • Norway
  • Switzerland
  • United Kingdom

-


  • $30 billion+
Client
Focus

  • Multi-family offices
Serves also

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

  • 10

  • Single- and 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

-


  • 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.