Provide your clients with a complete portfolio overview
The only platform you will ever need
Improve control - view and manage the entire portfolio at all times
View the entire portfolio in SWIP using integrations with banks, custodians and accountants. Manage listed instruments, direct investments, commercial real estate, private equity & venture capital investments as well as art, cars and collections in one place.
Build stronger client and stakeholder relationships with improved servicing
Provide clients and stakeholders with customized access to their entire portfolios - we tailor the dashboard according to your needs. Supply them with real time investment data at their convenience. Service them with reports in their preferred channel, be it digitally, as a pdf or exported to excel. Empower advisors with SWIP's advisory user interface to deliver improved client interaction and service.
Enable financial performance by spending time on portfolio analysis
Spend time analyzing the portfolio, investments and risk instead of collecting and compiling investment data.
Analyze data according to geography, instrument type, sector, company, currency and sustainability. Track market sentiment with SWIP’s Portfolio Sentiment Analysis. Manage all FX risks.
Empower client management by staying on top of client interactions and transactions
Inform, manage and advice clients with our customized advisory user interface. View complete portfolio exposure and credit limits in the dashboard enabled by our integrations with underlying IT systems.
Streamline processes by reducing manual labour and errors
Reduce manual work with integrations to banks, custodians, fund administrators and accounting systems.
Improve operational efficiency and processes and minimize errors and costs by eliminating tedious data collection. This will reduce key man risk and provide a full audit trail.
Simplify IT management by reducing complexity
Streamline use and management of IT systems by using one platform. Reduce the number of IT systems using SWIP's integrations with multiple data sources and its consolidated reporting.
Seamless onboarding
We meet with you to understand
your needs and how we can help
We analyze your needs and illustrate how we can improve efficiency, control and reporting at your company, enabling you to service your stakeholders & clients in the best way possible.
We upload your data and customize
the platform to fit your needs
We map out and upload your data onto the platform. We integrate with your banks, custodians, accountants and other counterparties to improve efficiency. We tailor the platform interfaces and reports to your requirements.
We ensure that all users are trained and comfortable with the platform
We guide and train all users in all aspects of the platform to ensure full comfort and utilization of it, ensuring that all efficiency gains are realized.
We provide tailored support
according to your needs
Should you require additional help, we provide continuous and tailored support services.
Pricing that
scales as you do
Propel wealth management to the next level with SWIP.
Fixed platform fee. For more information, contact our CCO Tomas Engel.
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Contact us for more information
We’re excited to tell you more about our great product and to find out how we can help you. For more information and demo, please contact our CCO Tomas Engel.
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