For banks, family offices and wealth managersPortfolio management software for every asset, from every bank.
SWIP brings each client’s whole wealth into one view: listed and private assets, across every bank, custodian and legal entity, reconciled every day by NEST. Performance explained, reports ready every period, and your AI on top.
Every asset and liability across legal entities, banks and currencies, on the first screen.
Everything you need from portfolio management software, in one view.
For your advisors, your investment team and your clients, on the web and in the app.
Every asset class
From listed equities to private funds, real estate and art, with or without a ticker.
Every bank and custodian
Direct connections under contractual data agreements. 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.
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.
NEST Portfolio management on data you can trust.
NEST connects to banks and custodians, reconciles every position every day, and delivers one structured model of all assets, listed or not. SWIP shows it, so every figure on screen holds up.
How NEST worksThis 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
Your AI, on your data Ask in plain language. Swimbird calculates.
Swimbird works with the AI your organisation already uses or has approved, including models that run inside your own environment.
AI on your dataYour 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.
For every kind of wealth business.
The same software, set up for how you work.
Banks
Give every advisor the full picture of every client, including assets held at other banks.
Swimbird for banksFamily offices
All your wealth in one view. Listed and private, every bank, every entity.
Swimbird for family officesWealth managers and multi-family offices
One view of each client’s whole wealth, however many you serve.
Swimbird for wealth managers
Questions about portfolio management software
The short answers. We are happy to go through the long ones with you.
What is portfolio management software?
Software that brings an investor’s holdings into one place, so you can see them, follow their performance and report on them. Swimbird does this for every asset, listed or not, from every bank and custodian, reconciled every day.
Does it handle private equity, real estate and other private assets?
Yes. Private equity, real estate and direct holdings have been part of Swimbird from the start, in the same structured model as listed securities.
Swimbird for family officesCan it bring together several banks and custodians?
Yes. NEST connects to each bank and custodian under a contractual data agreement, over SFTP, EBICS or API, and matches every position against the bank’s own report every day.
How NEST worksWho is it for?
Banks and their private banking and wealth teams, family offices and investment companies, wealth managers and multi-family offices, and the organisations that advise on, administer or manage wealth.
How does AI fit in?
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 dataWhere is the data hosted, and how is it protected?
Swimbird is certified under ISO/IEC 27001 and hosts your data in the EU/EEA. You decide who sees what, down to each legal entity.
Security at SwimbirdSee your portfolios in SWIP.
We’ll walk you through NEST and SWIP, answer your questions, and prepare a pricing proposal.
Prefer email? sales@swimbird.se
