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

1

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.

2

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.

3

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.

4

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.

Pricing that
scales as you do

Take your wealth to the next level with SWIP

Basic

Suits the sophisticated investors looking for a tool to aggregate their wealth.

€1,000/mo

Features:
Aggregation of data from multiple sources 
Integration with up to 3 custodians 
A holistic overview of your wealth
Pre set and customizable reports
Up to 2 system users
Unlimited transactions
Contact us
Business

For the large Family Office or Investment company allowing endless functions, complex instruments and multiple integrations of sources and systems.

€3,000/mo

All features in Pro, and:
Integration with up to 7 custodians
Up to 7 system users
Access to two additional alternative instrument modules
Contact us
Basic

AUM €0-50M

Suits the sophisticated investors looking for a toolto aggregate their wealth.

€10,800/an

Features:
Aggregation of data from multiple sources 
Integration with up to 3 custodians 
A holistic overview of your wealth
Pre set and customizable reports
Up to 2 system users
Unlimited transactions
Contact us
Business

AUM €250-750M

For the large Family Office or Investment company allowing endless functions, complex instruments and multiple integrations of sources and systems.

€32,400/an

All features in Pro, and:
Integration with up to 7 custodians
Up to 7 system users
Access to two additional alternative instrument modules
Contact us
The company

Swimbird in numbers

100%
Customer satisfaction
25+
Markets worldwide
500M+
Assets managed
150%
Growth year-over-year

Take control of your portfolio. Book a demo of SWIP.