Swimbird – Portfolio Management Platform

Swimbird is a cloud-native SaaS platform for portfolio management,
analysis and reporting used by wealth managers, family offices and asset
managers.

The platform aggregates assets across banks, custodians and asset
classes into a single interface and provides advanced reporting,
analytics and client reporting tools.

Company: Swimbird AB Website: https://swimbird.com Category: WealthTech
/ Portfolio Management Software

Important pages

Product overview https://swimbird.com/

About the company https://swimbird.com/about

Portfolio management platform https://swimbird.com/platform

Use cases https://swimbird.com/use-cases

Integrations https://swimbird.com/integrations

Insights and articles https://swimbird.com/insights

Contact https://swimbird.com/contact

Topics this website covers

portfolio management software wealth management platform family office
software investment reporting software multi asset portfolio aggregation
wealthtech infrastructure

Description

Swimbird helps wealth managers and family offices aggregate portfolio
data across banks and asset classes to create a unified investment
overview, perform analysis and deliver professional client reporting.