Give your clients a complete overview of their portfolio
Let your clients get a full picture of their assets and liabilities while letting your advisors focus on their core business.
SWIP is not just another portfolio system
Tailor Your Client Experience
Give your clients a complete overview of their portfolio across all asset types and investments in real-time.
• Stocks • Funds • Alternative Investments
• Private Equity • Derivatives • Bonds • FX
The SWIP UI can be white-labelled or added as components into your existing web apps.
Give your advisors the tools they deserve
Let your advisors provide better service to their clients by giving them more control and insights into client portfolios. Enable better investment decisions.
• More time spent advising and handling your clients’ investments
• Less time spent struggling to get a complete overview of your clients’ total portfolios
All Assets and Liabilities in One View
Present your clients total performance and exposures in one view regardless of the asset.
SWIP handles stocks, funds, bonds, derivatives, alternative assets, FX, and liabilities and can easily integrate with your source systems.
The SWIP user interface handles real-time information and gives your clients and advisors a modern view of portfolio data.
Scalable and Real-time
SWIP is built on a micro-service architecture where all data is handled as streams enabling scalable and real-time solutions for you and your clients.
• Scales horizontally as loads increase.
• Streaming data enables real-time feeds to client UI:s, internal data warehouses and data-lakes
Discover how it works
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Scoping
Swimbird works together with you to map your current systems infrastructure and data sources.
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Strategy
We help you define quick wins and will set up a long-term strategy for you on how you can achieve a modern and scalable solution for your clients.
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Setup
The Swip platform is built to handle complex account structures, role-based access rights, and any asset type without compromising scalability and security.
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Scaling
Allowing you to grow your client base without having to worry about your technology solution not keeping up to speed with higher loads or new client demands.
Swimbird in numbers
Take control of your portfolio. Book a demo of SWIP.
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