Swimbird vs TIFIN Give

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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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TIFIN Give

TIFIN Give

Category
Philanthropy

TIFIN Give is a technology-powered philanthropy partner for wealth enterprises. Advisors use TIFIN Give to prospect and convert HNW clients with in-demand, tax-optimised services, deepen existing client relationships via an intuitive, engaging online experience, and build relationships with next-gen clients’ heirs through the giving process.

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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


  • 11-50


  • 2021


  • Bengaluru
  • Boulder, CO
  • Charlotte, NC
  • Mumbai
  • New York, NY


  • United States of America


  • $670 M


  • Key staff also have ownership,
  • External investors (neither clients nor staff),
  • Owned by management

Client
Focus

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

Serves also

  • Financial advisors


  • Multi-family offices


  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Banks,
  • Foundations

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


  • Foundation,
  • Impact & ESG,
  • Technology Provider


  • Ability to Whitelabel,
  • Digital Excellence,
  • Proven Agility


  • Art & Collectibles,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Digital Assets & Crypto Currency,
  • Equities


  • 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


  • TIFIN Give is a modern, scalable SaaS solution built on AWS and integrated with cloud-native services where appropriate, including Postgres, Python/Django, React/Javascript. It was designed to support flexible and rapid deployments and supports multiple custodians underlying personalized investment management and portfolio options.


  • No