A complete overview of your assets and liabilities

platform Features

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.

Streamline processes by reducing manual labour and errors

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.

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.

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.

how it works

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.

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.

The company

Swimbird in numbers

Customer satisfaction
Markets worldwide
Assets managed
Growth year-over-year