Audience

Banks, asset managers, and family offices needing a tool to analyze multi‑asset portfolios securely

About Swimbird

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.

Pricing

Starting Price:
Free
Free Version:
Free Version available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Swimbird
Founded: 2018
Sweden
www.swimbird.com

Videos and Screen Captures

Swimbird Screenshot 1
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Product Details

Platforms Supported
Cloud
Mac
iPhone
iPad
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online

Swimbird Frequently Asked Questions

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Swimbird Product Features