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.
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Pricing
Starting Price:
Free
Free Version:
Free Version available.
Integrations
No integrations listed.
Company Information
Swimbird
Founded: 2018
Sweden
www.swimbird.com
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Product Details
Platforms Supported
Cloud
Mac
iPhone
iPad
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online
