Swimbird vs PandaConnect 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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Panda Connect

PandaConnect

Category
Consolidated Reporting

PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.

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Company
Employees

  • 15-20

Revenue

–

Founded

  • 2018

Ownership

  • Owned by management and external investors
  • Staff also have ownership

Incorporated

  • Sweden

Locations

  • Stockholm

Top markets

  • Sweden
  • Finland
  • Denmark
  • Norway
  • Switzerland

Total AUM

  • $10 billion

Avg. AUM per client

–


  • 11–50


-


  • 1997


  • Owned by management


  • Denmark


  • Copenhagen
  • Vilnius


  • EU
  • United Arab Emirates
  • United Kingdom
  • United States of America


  • $85 billion+


  • $10 million – $10 billion

Client
Focus

  • Multi-family offices

Serves also

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

Number

  • 15-30


  • Single-family offices


  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Financial institutions


  • +120 private clients
  • +25 foundations and endowments
  • +10 pension schemes
  • +10 insurance companies

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
  • Private equity funds
  • Commercial real estate
  • Accounting records
  • Data warehouse, record keeping incl full audit trail
  • Market and static data master

Assets supported

  • Bankable assets
  • Private equity
  • Commercial real estate
  • Private assets (e.g. collections)

Compliance

  • GDPR

Whitelabel

  • Yes


  • Investment reporting – standard and bespoke
  • Investment accounting – ready to book
  • Back office
  • IT
  • Auditors assurance reports
  • Know-how and daily support


  • On-line access to all portfolios
  • Manual and automated registration of transactions (done by our team)
  • Full reconciliation towards custodians (done by our team)
  • Comprehensive control- and review environment
  • Complete record keeping
  • Performance measurement (MWR, TWR and IRR)
  • Risk management
  • Governance and compliance reporting
  • Cost analysis
  • Data aggregation
  • Document storage
  • One source of truth (app, web, reporting and accounting)


  • Alternative investments
  • Bankable assets
  • Commodities
  • Direct investments
  • Hedge funds
  • Private equity
  • Private equity funds
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • 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

–


  • Serviced software


  • Oracle fine grained access control
  • Two factor authentication
  • Encryption
  • Firewalls
  • Back-up servers
  • Redundant hosting center


  • Microsoft
  • Linux
  • Java
  • Oracle


  • Bloomberg
  • Power BI
  • Excel
  • Various accounting systems


  • Yes

Simple solutions for complex times.