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.
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.
Email, download, print or export customized reports instantly whenever required and communicate with your clients and stakeholders
Manage portfolio liquidity with the forecasting module and integrations to your banks,
Independently of where you bank.
Get a complete overview of your portfolio, allocations and performance across all assets, instruments and geographies.
Give your clients access to their portfolio through modern dashboards & give your advisors the tools they need.
Aggregate data across multiple sources and provide configurable user interfaces to your organization.
Integrate with all your sources to manage all investments and instruments while gaining operational efficiency.
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 map out and upload your data onto the platform. We integrate with your banks, custodians, accountants and other counterparties to improve efficiency.
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 you with a dedicated key account manager to support you through the onboarding process and thereafter on a continuous basis.