Related Products
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About
The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.
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About
Swimbird develops and offers a modern, cutting‑edge cloud‑native SaaS platform called SWIP that integrates and aggregates portfolio data from multiple sources to support portfolio management, analysis, and reporting. SWIP provides real‑time aggregation and visualization of both assets and liabilities, listed and OTC financial instruments, private equity, alternatives, commercial real estate, and private assets. Built on best‑of‑breed technology and tailored for individual businesses, SWIP can seamlessly fit into existing IT infrastructures or serve as a standalone solution. It empowers banks, asset managers, family offices, investment companies, and private equity/venture capital firms with a holistic, interactive dashboard that supports flexible and customizable reporting, performance and risk analysis, asset allocation across multiple categories, and data warehouse record‑keeping, including full audit trails.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Professionals in need of a solution for stewardship of complex family wealth
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Audience
Banks, asset managers, and family offices needing a tool to analyze multi‑asset portfolios securely
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$2000.00/year
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationComplex Interests
Founded: 2012
United States
complexinterests.com
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Company InformationSwimbird
Founded: 2018
Sweden
www.swimbird.com
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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