SWIP makes our clients lives easier by aggregating data, automating and streamlining financial business processes.
SWIP makes our clients lives easier by aggregating data, automating and streamlining financial business processes.
Give your clients access to their total portfolio through modern dashboards and give your advisors the tools they need.
Get a complete overview of your portfolio, allocations and performance across all assets, instruments and geographies.
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.