For family offices and investment companiesAll your wealth in one view you can trust.
Listed and private, every bank, every entity, and ready for the AI tools your team already uses.
Where the time goes today
Quarter-end takes weeks
Statements from every bank, fund reports and a spreadsheet only one person really understands.
With Swimbird
Every bank and fund comes in by itself and is checked every morning. At quarter-end, the report is already there.
Capital calls arrive as PDFs
And someone retypes them, fund by fund, before anyone knows what is committed.
With Swimbird
Upload the notices and Swimbird reads the calls, distributions and NAV for you. Nothing is saved until you’ve checked it.
A simple question takes days
Someone asks what you own through the holding company, and someone else spends the afternoon finding out.
With Swimbird
Every entity and holding is in one view, so you look it up, or ask your own AI.
Your net wealth, up to date every day
Every entity and every bank, added up for you. Switch from entities to asset classes and the total stays the same, because it’s the same reconciled data.
Illustrative portfolio in EUR millions: assets 140, liabilities 20, net wealth 120.
- Holding company655
- Investment company40
- Property company2015
- Held personally15
- Assets
- 140
- Net wealth
- 120
- Liabilities
- 20
- Holding company. Assets 65, liabilities 5, net 60.
- Investment company. Assets 40, liabilities 0, net 40.
- Property company. Assets 20, liabilities 15, net 5.
- Held personally. Assets 15, liabilities 0, net 15.
- Total. Assets 140, liabilities 20, net wealth 120.
What changes, and for whom
The owner
All your wealth at a glance, on the web and in the app, without asking anyone.
The investment team
Dig into any fund, deal or holding, down to each transaction, the moment a question comes up.
The family and advisors
You decide who sees what. Access is given per legal entity, and nothing else is visible.
- Chosen by leading Nordic banks and family offices
- ISO/IEC 27001 certified
- Hosted in the EU/EEA
- You decide who sees what
Also for private equity and venture investors
Fund positions, direct deals and capital calls in the same view as the rest of your holdings, so the whole picture adds up.
Every fund in one place
Commitments, calls and NAV for every fund, with TVPI, DPI and IRR worked out for you.
Direct holdings too
Your unlisted companies, with every valuation, round and loan, and the return each one has made.
Cashflows before they happen
See the calls and distributions coming, so the cash is ready when they arrive.
Questions family offices ask
The short answers. We are happy to go through the long ones with you.
Can Swimbird handle our private assets?
Yes. Private funds, direct holdings, property and other assets no bank reports sit in the same view as your listed holdings, reconciled with everything else.
Do we have to change banks or custodians?
No. Swimbird connects to the banks and custodians you already use, through connections agreed with each bank. You authorise them to share data with us.
How NEST worksWho in the family can see what?
You decide. Access is given per legal entity, so each person sees the entities you give them and nothing else, and your advisors can be given only what they work on.
Security and complianceCan we use our own AI tools?
Yes. Swimbird works with the AI your organisation already uses or has approved, including models that run inside your own environment. The AI works within each user’s existing permissions and access, with figures calculated by Swimbird rather than by the model, and an audit trail of every request.
AI on your dataHow long does it take to get started?
Most of the work is ours: we connect your banks, load your data and train every user. How long it takes depends on your banks and entities, and you get a plan in the first meeting.
Show us your structure. We’ll show you all your wealth in Swimbird.
Bring your entities and banks to a demo, and see what one view of them looks like.
Prefer email? sales@swimbird.se
