Swimbird vs Wize 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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WIZE Logo

WIZE by TeamWork

Category
Portfolio Management

This Swiss, all-in-one Wealth & Asset Management solution offers an integrated data aggregation, CRM, accounting, amongst other services and including 100+ custodian automatic feeds for multi-asset, consolidated reporting. WIZE by TeamWork focuses on providing an intuitive user experience, rich and performing functionalities, and a transparent pricing model.

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Company
Employees

  • 15-20
Founded

  • 2018
Ownership

  • Owned by external investors
  • Staff also have ownership
Incorporated

  • Sweden
Locations

  • Stockholm
Top 5 Markets

  • Sweden
  • Finland
  • Denmark
  • Norway
  • Switzerland
Total AUM

  • $10 billion

  • 1000+

-


  • 2010

  • Owned by management
  • Key staff also have ownership

  • Switzerland

  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich

  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • France

  • $120 billion

  • $600 million
Client
Focus

  • Multi-family offices
Serves also

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

  • 15-30

  • Financial advisors

  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Banks

  • 8 banks
  • 100 family offices/advisors/fund managers
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

  • Data aggregation
  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Trading (order only)
  • Risk management

  • Consolidated reporting
  • CRM/KYC
  • Document management
  • Trading (FIX or PDF)
  • Compliance (AML, MiFID2, FinSA, FIDLEG)
  • Risk management
  • Performance management
  • Fees invoicing and controlling
  • E-banking & mobile app
  • Profitability
  • Multi-custodian data feeds

  • All financial assets
  • Private equity
  • Real estate
  • Rare collectibles
  • Loans
  • Mortgages
  • Insurances
  • Credit cards

  • MiFID II
  • FinSA/FinIA
  • 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
  • SAAS
  • Fully standalone

  • 2 factors authentication
  • SSL encrypted connection
  • Industry standard back-ups rolling plan (DRP & BCP tested plans)
  • Regularly audited by our different client’s auditors (i.e. EY, PwC, Deloitte)
  • ISO 27001 certified

  • Java
  • Linux

  • Refinitiv World-Check
  • ELO (workflows)
  • Investment Navigator (mutual funds selection)
  • Regnology (CRS, Fatca, Tax reporting)
  • FinQuartz (news)
  • Performance Watcher (peers comparison)
  • Credit Suisse (product risk classification)
  • Other software on request

  • Yes
Simple solutions for complex times.