Without having to copy-paste data from your custodians and brokers into spread sheets.
Give your advisors and investors a complete overview of portfolio data across all asset types and investments in real-time.
• Alternative investments • Private equity • Funds
• Equities • Derivatives • FX • Liabilities
SWIP is a Saas cloud hosted solution or can be deployed inhouse on your existing infrastructure.
Get a clear view of total portfolio performance compared to benchmarks and visualise how individual investments have contributed to total performance.
View exposures cross currency, region, sector and asset class at a glance presented in intuitive charts, graphs and tables.
Setup user access rights for all your stakeholders such as portfolio managers, advisors, and investors.
All features in SWIP are controlled by access rights and roles can be assigned to let users get separate views depending on what they should be allowed do or see in the system.
SWIP lets you concentrate on your investments by automating your manual administrative tasks such as compiling and validating data, reconciliations, reporting and accounting input.
• Less time wasted on manual copy pasting from spreadsheets
• More reliable data due to minimizing risks of manual errors
Swimbird will integrate with your existing data providers and provide manual entry possibilities for illiquid assets such as your alternative investments.
Our generic integration solution makes data collection faster and more reliable than other solutions.
Swimbird will give you a login to the SWIP UI at an early stage so that you can follow the process of how your portfolio gets visualized on the screen.
SWIP gives you the possibility to setup different access rights depending on who gets access to the user interface.