Swimbird vs Nasdaq

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

Category
Consolidated Reporting

Swimbird offers a cutting-edge platform that integrates, aggregates, validates, and enriches financial data across all asset types. Built on this foundation of clean, reliable data, we provide modern analytical and reporting tools.

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nasdaq

Nasdaq for Family Offices

Category
Portfolio Management

Nasdaq Asset Owner Solutions helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.

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Company
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


  • 500+


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  • 1971


  • Owned by a larger corporation


  • United States of America


  • New York
  • Atlanta
  • Dallas
  • London
  • Edinburgh
  • Tacoma
  • Hong Kong
  • Charlottesville
  • Sydney


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-


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Client
Focus

  • Single-family offices
  • Multi-family Offices
  • Individual wealth owners
  • Banks
  • Wealth managers

Serves also

  • Financial advisors


  • Pensions
  • Foundations
  • Endowments
  • Family Offices
  • OCIOs
  • Financial Advisors
  • Sovereign Wealth
  • Funds
  • Superannuations
  • Insurers


  • Single-family offices
  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors
  • Fund managers
  • Banks


  • 1000+

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


  • Consolidated reporting
  • Portfolio management
  • Risk management
  • Impact/ESG reporting


  • Data aggregation and management
  • Manager due diligence
  • Multi-asset class Portfolio analytics
  • Modelling future outcomes
  • Keeping shareholders informed
  • Focusing team resources
  • Centralized document management


  • Bankable assets
  • Private equity
  • Real estate


  • GPDR


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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

–


  • Serviced software
  • SAAS


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  • Several integrations are provided. Reach out if you are interested in learning about our integrations.


  • No