Right data.
Wealth data is scattered across banks, custodians and file formats, so no one sees the whole picture. Swimbird reconciles it into one view your team can trust and any AI can use.
Chosen by leading
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From the data to the daily work.
Every bank and every asset in one picture, checked every morning.
Most firms are about to put AI on their wealth data. Most of that data isn’t ready.
The data is spread out.
Across banks, custodians, fund reports and spreadsheets.
So it doesn’t add up.
Positions don’t match between sources, and private assets are tracked by hand.
And AI builds on it.
It doesn’t fix bad data. It answers from it, confidently.
See it, understand it, and act on it with confidence.
NEST and SWIP together form the Swimbird platform, built by one team with one goal: to turn scattered wealth data into real decisions. Use them together, or NEST on its own to feed the systems you already have.
NEST
The data foundation
Contract-based connections to banks and custodians. Every position reconciled, every day. Use it on its own to feed your own systems, or with SWIP.
SWIP
Where your team works
Analytics, reporting and dashboards, on the web and in the app. See every asset in one view, understand what drove performance, forecast cashflow and report as PDF.
Your AI
Any model you choose
Swimbird works with the AI your organisation already uses or has approved, including models that run inside your own environment.
Who it’s for
Some of the most demanding wealth businesses work with Swimbird.
Banks
Give every advisor the full picture of every client, including assets held at other banks.
Swimbird for banksFamily offices
All your wealth in one view. Listed and private, every bank, every entity.
Swimbird for family officesWealth managers and multi-family offices
One view of each client’s whole wealth, however many you serve.
Swimbird for wealth managers
Talk to the people who build it.
We’ll walk you through NEST and SWIP, answer your questions, and prepare a pricing proposal.
Prefer email? sales@swimbird.se
