For wealth managers and multi-family officesServe more clients with the team you have.
One reconciled view of every client you serve, across their banks, legal entities and private assets.
What happens when you take on a new client
Most of the work is ours, and it works the same way for every client.
We connect their banks
We set up data feeds from the banks and custodians your client already uses. Your client only has to give the banks permission to share the data.
We add their other assets
Private equity, real estate and other unlisted assets go in next to their listed holdings. Upload a fund report as a PDF and Swimbird reads the figures for you.
We set up their structure
We add their companies and other legal entities. You decide who can see which of them.
You send their first report
Use the same report templates as for your other clients. Pick any month, quarter or year and send it as a PDF.
After that, their data updates by itself and is reconciled every day.
Their wealth, in your colours
Your clients sign in to their own view of their wealth. They see your brand, and the same figures your team works from.
Your brand and your sign-in
SWIP can carry your brand, your colours and your sign-in, so the client relationship stays with you.
Their wealth, on the web and in the app
Net wealth, performance, holdings and documents for the legal entities they own.
Reports in your design
Build a report once in your design, open it for any period and send it as a PDF.
Only what is theirs
Access is given per legal entity, so each client sees their own wealth and nothing else.
Security and compliance
Questions wealth managers ask
The short answers. We are happy to go through the long ones with you.
Who owns the client relationship?
You do. Swimbird is a software provider: you keep the client relationship, the advice and your fiduciary responsibilities.
Do our clients have to change banks?
No. Swimbird connects to the banks and custodians your clients already use, and each client authorises their banks to share data with us. No screen scraping and no shared logins.
How NEST worksHow do our advisors work across clients?
Each advisor is linked to the clients they serve and switches between them from one login. SWIP always shows whose figures are on screen.
Can we use AI with our clients’ data?
Yes. Swimbird works with the AI your organisation already uses or has approved, including models that run inside your own environment. The AI works within each user’s existing permissions and access, with figures calculated by Swimbird rather than by the model, and an audit trail of every request.
AI on your dataHow long does it take to get started?
Most of the work is ours: we connect your clients’ banks, load their data and train your team. How long it takes depends on the clients and banks you bring, and you get a plan in the first meeting.
How getting started worksShow us a typical client. We’ll show you all their wealth in Swimbird.
Tell us how your clients are set up, their banks and legal entities, and see what one view of each looks like.
Prefer email? sales@swimbird.se
