Making the financial industry better.

Helping clients in the financial market to become automated, efficient and digitized through modern technology solutions.

Trusted by industry professionals and featured in

Your portfolio, your way.

Integration & Security

Integrates easily with your existing services and systems and keeps your data safe in one consolidated place, secure and encrypted.

Portfolio Aggregation

Flexible data model; All assets and liabilities across all instrument types. Alternative investments, e.g. private equity and real estate are possible to add.

Flexible Reporting

Portfolio reporting tailored for your needs including historical data. Available to download in different formats.

Dashboard & Apps

Real-time portfolio overview with valuations and performance measures. Portfolio drill down, to transaction details.

“We’re passionate about helping you to become automated”

We are passionate about technology and our developers thrive knowing that we are using the best technology available to achieve our goals.

One platform, tailored for your needs.

Take control of your portfolio. Book a demo of SWIP.

Blog

Take a look at our news and articles

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