Making the financial industry better.

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

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SWIP

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.

Our mission

One platform, tailored for your needs.

Private Banks

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

Family Offices

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

Institutional Investors

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

Assets Managers

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

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

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Blog

Take a look at our news and articles

Articles

Swimbird - From the insider’s perspective

Vidya Natesh

August 15, 2022

Articles

Swimbird NFTs generated by AI

Alexander Bea

September 12, 2022