Swimbird vs Sensiba

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.
Go back to Swimbird
Swiimbird logo for family offices

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.

Read more
sensiba-logo

Sensiba

Category
Accounting

Sensiba provides best-in-class technology tools suited for each client’s situation, preferences, and needs, backed with robust security and unparallel visibility through custom dashboards. They are a certified Sage Intacct Partner and have deep expertise in cloud-based technology solutions.

Read more
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


  • 100-500


-


  • 1977


Key staff also have ownership


United States of America


  • Pleasanton, CA
  • Bend, OR
  • Fresno, CA
  • Portland, OR
  • San Jose, CA
  • San Mateo, CA


United States of America


-


-

Client
Focus

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

Serves also

  • Financial advisors


Single family offices


  • Individual wealth owners
  • Multi-family offices
  • Endowments
  • Foundations
  • Software and technology providers


  • 17 single family offices
  • 2 multi-family offices
  • 3 foundations
  • 6 software

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


  • Accounting
  • Consolidated Reporting


  • Custom development service
  • Digital excellence
  • Visionary purpose
  • Custom reports


  • Cash & equivalents
  • Private equity
  • Direct private equity
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Real Estate
  • Residential


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


Other


  • Bill
  • Knowledger
  • Banking through Sage Banking Cloud
  • Credit Cards


No


-