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

0-10

Revenue

-

Founded

2018

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

Sweden

Locations

Stockholm

Top 5 Markets

  • Sweden
  • Finland
  • Denmark
  • Norway
  • Luxembourg

Total AUM

$1.3b

Avg. AUM per client

$400m


11-50


-


2010


  • Owned by management
  • Key staff also have ownership


Switzerland


  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich


  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • Hong Kong


$40B


$600M

Client
Focus

Multi-Family Offices

Serves also

  • Individual Wealth Owners
  • Single-Family Offices
  • Banks
  • Financial advisors

Number

3


Financial advisors


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


  • 6 banks
  • 66 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 and alternative investments
  • Accounting records
  • Data warehouse, record keeping incl full audit trail
  • Market and static data master

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

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

No


  • 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


  • Sage BOB 50 (accounting)
  • ELO (workflows)
  • Investment Navigator (mutual funds selection)
  • Bearing Point (CRS, Fatca, Tax reporting)
  • FinQuartz (news)
  • Performance Watcher (peers comparison)
  • Other software on request


Yes

Simple solutions for complex times.