The only platform you will ever need.

SWIP makes our clients lives easier by aggregating data, automating and streamlining financial business processes.

Integration & Connectivity

Untangle your internal systems infrastructure by letting SWIP do the work for you.

Let SWIP be your main data store for your records to comply with regulatory compliance.

Use SWIPs built in analytical tools to gain better insights of your portfolio.

The SWIP UI is a central component of the SWIP platform and is built to be configured for your business needs.

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.