Family offices & investment companies

All your assets in one place

Get access to our modern and user-friendly user interface. We integrate and aggregate your data enabling transparency in your multi asset portfolio, including advanced analytics and reports. Robust, secure and certified platform.

Family offices & invesment companies Swimbird Solution

Trusted by industry leaders

Kramerica Industries logotype
Nordic angels logotype
Pentech logotype
Borudan logotype
Simple logotype
Alternative investments Swimbird Solution

Alternative investments

Handles your private assets, private equities, commercial real estate, PE and VC fund investments.

Manage acquisition values, market valuations, performance over time
Advanced analytics specific to each asset type including drill downs from portfolio level

Integrate to all your banks

Integrates your data from all your external software and banks, and with your accounting system.

External software
Accounting system
Integrate to all your banks Swimbird Solution
Reporting & anakytics Swimbird Solution

Reporting & analytics

Handle all your asset classes and instrument types, listed and unlisted investments.

Cross asset performance including FX risks
Real-time market valuations and advanced analytics per asset class
Dynamic asset allocations by tailored categories, e.g. sustainability, asset type, sector, geography

Documents management

Upload all your relevant documents, e.g. agreements, certificates, guarantees.

Link documents to each respective investment
Tag documents for easy search
Document management Swimbird Solution

Our seamless onboarding process

Find out how we can help you achieve your digital goals and let you focus on your core business.

Close Cookie Preference Manager
Cookie Settings
By clicking "Accept all cookies" and allowing cookies to be stored on your device to improve website navigation, analyze website usage and assist with our marketing efforts. More information
Only necessary (always active)
Cookies required to enable basic website functionality.
Made by Flinch 77
Oops! Something went wrong while submitting the form.