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.
Improve operational efficiency and processes and minimize errors and costs by eliminating tedious data collection using our integrations with multiple data sources - this will reduce key man risk and provide a full audit trail.
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.
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.
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 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 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.
Should you require additional help, we provide continuous and tailored support services.
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.
Take your wealth to the next level with SWIP
Suits the sophisticated investors looking for a tool to aggregate their wealth.
For the more complex investment structures seeking aggregation of wealth from multiple sources with advanced analytics.
For the large Family Office or Investment company allowing endless functions, complex instruments and multiple integrations of sources and systems.
Suits the sophisticated investors looking for a toolto aggregate their wealth.
For the more complex investment structuresseeking aggregation of wealth from multiple sourceswith advanced analytics.
For the large Family Office or Investment company allowing endless functions, complex instruments and multiple integrations of sources and systems.