All assets in one place

Providing transparency in your multi-asset strategy.
Up to date. All the time.

Listed instruments | Direct Investments | Commercial Real Estate
Private Assets | Private Equity & Venture Capital

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SWIP

Trusted by industry leaders

platform Features

Your portfolio, your way

Data analytics

Enable financial performance by spending time on portfolio analysis

Analyse data according to geography, instrument type, sector, company, currency, strategy and sustainability. Track market sentiment with SWIP’s Portfolio Sentiment Analysis. Manage all FX risks.

Improved efficiency

Improve operational efficiency, reduce key man risk and maintain audit trail

Improve operational efficiency and processes and minimize errors and costs by eliminating tedious data collection using our integrations. Reduce key man risk and maintain audit trail.

Tailored reports

Produce tailored client and stakeholder reports with ease

Email, download, print or export customized reports instantly whenever required and communicate with your clients and stakeholders

Cash management

Manage portfolio liquidity and stay on top of cash management

Manage portfolio liquidity with the forecasting module and integrations to your banks,
Independently of where you bank.

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Created with your needs in mind

One platform, tailored to your needs

Family Offices

Get a complete overview of your portfolio, allocations and performance across all assets, instruments and geographies.

Bank & asset managers

Give your clients access to their portfolio through modern dashboards & give your advisors the tools they need.

Private equity & venture capital

Aggregate data across multiple sources and provide configurable user interfaces to your organization.

Partners

Integrate with all your sources to manage all investments and instruments while gaining operational efficiency.

how it works

Seamless onboarding

We meet with you to understand your needs and how we can help

We analyze your needs and illustrate how we can improve efficiency, control and reporting at your company, enabling you to service your stakeholders & clients in the best way possible.

We upload your data and customize the platform to fit your needs

We map out and upload your data onto the platform. We integrate with your banks, custodians, accountants and other counterparties to improve efficiency.

We ensure that all users are trained and comfortable with the platform

We guide and train all users in all aspects of the platform to ensure full comfort and utilization of it, ensuring that all efficiency gains are realized.

We provide tailored support
according to your needs

We provide you with a dedicated key account manager to support you through the onboarding process and thereafter on a continuous basis.