The Swimbird platformTwo products. One platform.
NEST gets the data right. SWIP turns it into insight. Built together from scratch, so they work as one.
NEST The data foundation everything else depends on.
NEST connects to banks and custodians, reconciles every position every day, and delivers one structured model of all assets, listed or not.
This morning’s check
Today, 07:00
4 sources, 380 positions, 1 difference to look at
- All match
Bank A
File received 06:12 · 214 positions
- All match
Bank B
File received 06:18 · 96 positions
- 1 difference
Custodian C
File received 06:24 · 58 positions
Cash differs by EUR 1,240: yesterday’s dividend is not in the file yet.
- Up to date
Private assets
Valuations registered by date · 12 positions
Reconciled 06:40, ready in SWIP and your own systems
Real connections. Direct integrations over SFTP, EBICS and API, under contractual agreements with each bank. No screen scraping and no shared logins.
Reconciled every day. Each position is matched against the bank’s own report, with a full audit trail from source to report.
Every asset. Listed securities, private equity, real estate and direct holdings in one structured model.
The foundation for AI. Correct, structured data is what makes AI answers you can rely on.
SWIP Insight your team can act on.
What your team opens every day, and what you share with clients, owners or the board, on the web and in the app. Built on NEST’s data, so every figure holds up.
Every asset and liability across legal entities, banks and currencies, on the first screen.
Every asset class
From listed equities to private funds, real estate and art.
Performance, explained
What drove the return: the market, currencies or each holding.
Reports for the board
Build a template once and send it every period, as a PDF.
Your brand on it
SWIP can carry your colours and your sign-in, on the web and in the app.
There’s much more, and it’s best seen with your own data. See SWIP with your own portfolio
Your AI, on your data The AI explains. Swimbird calculates.
Your team asks in plain language, in the AI they already use. Swimbird calculates every figure from the same data as your reports, so the answer is one you can stand behind, and it shows the positions it came from.
Your AI Connected to Swimbird
What is our total private equity exposure across all entities?
Your private equity exposure is EUR 25 million, 18% of total assets.
I checked all four legal entities. All of it is held by the Investment company: 15 in private funds and 10 held directly.
The workingCalculated by Swimbird
Three positions across the four legal entities this user can see. EUR millions.
- Example fund I · Private fund10
- Unlisted company A · Private equity, held directly10
- Example fund II · Private fund5
- Private equity · 18% of 14025
How your data is handled
Swimbird works with the AI your organisation already uses or has approved, including models that run inside your own environment.
Security and complianceYour permissions
The AI works with your data within each user’s existing permissions and access.
Calculated by Swimbird
Figures come from Swimbird’s calculations, not from the model. Anything the AI works out on its own is labelled as its own.
An audit trail
Every request is recorded against the person who made it.
Three ways to turn your scattered wealth data into real decisions.
SWIP, your AI or the API: all on the same reconciled figures, each with the access the person already has.
| How you use it | Who it suits | What you get | How access works |
|---|---|---|---|
| SWIP | Advisors, investment teams and the families and clients they serve. | Your whole picture on one screen: every asset and liability across legal entities, banks and currencies. See what drove performance, compare against benchmarks, forecast cashflow and send reports as PDF. On the web and in a mobile app. | Sign in with multi-factor authentication or your own single sign-on. Roles decide what each person sees. |
| Your AI | Owners, portfolio managers and analysts who would rather ask than click. | Ask about your wealth in plain language, in the AI you already use, and get the answer without opening a report. | Connect it from the developer hub over MCP, the open standard AI assistants use to reach other systems. The AI works with your data within each user’s existing permissions and access. |
| API | IT and data teams. | Positions, transactions, performance and cashflow figures in your own systems. | API keys from the developer hub, each with the access of the person who created it. |
SWIP
- Who it suits
- Advisors, investment teams and the families and clients they serve.
- What you get
- Your whole picture on one screen: every asset and liability across legal entities, banks and currencies. See what drove performance, compare against benchmarks, forecast cashflow and send reports as PDF. On the web and in a mobile app.
- How access works
- Sign in with multi-factor authentication or your own single sign-on. Roles decide what each person sees.
Your AI
- Who it suits
- Owners, portfolio managers and analysts who would rather ask than click.
- What you get
- Ask about your wealth in plain language, in the AI you already use, and get the answer without opening a report.
- How access works
- Connect it from the developer hub over MCP, the open standard AI assistants use to reach other systems. The AI works with your data within each user’s existing permissions and access.
API
- Who it suits
- IT and data teams.
- What you get
- Positions, transactions, performance and cashflow figures in your own systems.
- How access works
- API keys from the developer hub, each with the access of the person who created it.
For developers. The API reference, API keys and the connection for your AI are in the Swimbird developer hub, where SWIP users sign in with their SWIP account.
Open the developer hubWhy firms choose Swimbird
Real bank connections
Direct connections to banks and custodians under contractual data agreements. No screen scraping and no shared logins.
Every asset, with or without a ticker
Private equity, real estate and direct holdings have been part of Swimbird from the start.
Built as one
NEST and SWIP were designed together by one team. One data model from the bank connection to the answer on screen.
Your AI, on data you can trust
Swimbird works with the AI your organisation already uses or has approved, including models that run inside your own environment.
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
