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Startsida2019-05-22T13:12:44+00:00

Swimbird Portfolio Platform ”SWIP”

A POWERFUL AND FLEXIBLE SOLUTION THAT DRIVES EFFICIENCY

SWIP aggregates and visualizes assets and liabilities from your relevant sources. The platform covers the full investment process across your asset classes, enabling tools for investment management, performance analysis, risk management, compliance and executive management. SWIP is composed of integrated components and can be tailored to solve specific business needs.

Connectivity & Integration

SWIPs  connectivity & integration module enables a swift and secure integration with all providers such as banks, brokers, trading venues and market data suppliers. It supports connectivity through APIs, message queues and secure file transfers. Scheduled automatic imports of data from the main financial protocols such as FIX, Swift, and FPML, as well as bespoke CSV, XML, and other file formats.

Monitoring & Alerts

SWIPs Monitoring & Alerts gives you a transparent and reliable monitoring for alerts and validations. This ensures operational efficiency and good risk management. The module can trigger real-time alerts for events such as limit breaches, reconciliation deviations, missing or delayed files and other unexpected events. Alerts can be received via email and as push notifications in the user interface.

Record Keeping

SWIPs record keeping enables a full overview of all your portfolio assets and liabilities. Record keeping and maintenance of a good, controlled data warehouse solutions is essential not only for regulatory reporting purposes but also for making good use of your data. Use your portfolio assets and liabilities for analysis purposes, reconciliation, risk management, compliance, liquidity management, limit monitoring and making strategic investment solutions with data you can rely on.

Reporting

For companies in the financial sector, reporting is a tedious but essential part of the business. Using the right tools in combination with seamless access to data is therefore a major key to free up time for core business activities.

SWIPs ability to set up automated recurring reporting on a time or event-based schedule as well as extracting ad-hoc and tailored reports makes sure the reporting process is efficient.

Apps & Dashboards

Access to real-time total portfolio overview and analysis whenever you want, on any device you want, gives a high flexibility and insight to make informed investment decisions.

The possibility to instantly monitor limit levels, exposures, pending transactions and other portfolio related information removes physical boundaries and minimises the operational risks.

Reconciliation

Portfolio reconciliation has always been a cornerstone within the financial industry. Reconciliations of transactions and holdings between different systems are performed in many ways but the goal is generally the same.

By having the source data and reference data up-to-date and structured in the same way, the reconciliation process can be automated.

Swimbird Consulting Services

TAILORED SERVICES FOR INDIVIDUAL SITUATIONS AND BUSINESS NEEDS 

The Swimbird team has a proven track record of delivering business critical solutions to the financial industry.
Let us prove our skills in realising your digital vision and stay ahead of your competition.

IT Strategy & Roadmap

As your strategic partner, Swimbird delivers financial system solutions that drives efficiency, transparency and compliance. We will work together with your management team and IT to set a strategy based on your existing systems infrastructure, future business- and process needs.

The Swimbird team has a proven track record of delivering business critical solutions for banks, exchanges, brokers and asset managers.

We have experience from building business critical applications and managing large IT projects, both for startups setting up their first applications and infrastructure, and for large renown companies having a mix of legacy and modern applications.

Architecture & Infrastructure

Make sure your systems architecture is future proof to efficiently manage any changes in your business requirements. Based on our experience from delivering software solutions for banks, exchanges, clearing houses, brokerage firms and fund managers we know how to design large scale financial applications.

It is essential to go through how to operate, manage, and support your future systems based on your organisational structure. Infrastructure and maintenance is a crucial part in the initial architecture analysis.

Business Process Optimization

Work with us to maximize efficiency in your current business processes. Swimbird has a history of automating and improving business processes for all parts of the trading and investment value chain.

We offer requirement analysis, project management, development and operations, implementation and roll out. Swimbird also provides simple and cost-efficient solutions by applying transparent and agile methodologies.

Swimbird’s goal is that our clients stay efficient and competitive.

Risk Management & Regulatory Compliance

Ensure best in class risk management by using Swimbirds extensive competence of setting up risk management functions, including enhancing related processes and system infrastructure.

Regulatory Compliance is essential but should not take focus away from your core business. Let us help you to stay in control by applying seamless and transparent regulatory compliance processes.

Swimbird Technology

Our solutions allow you to leverage existing infrastructure and investments by seamlessly integrating and transforming your existing systems with a future proof architecture. We help you migrate your monolithic legacy systems into a more agile and flexible architectural eco-system. This means that new and innovative services can be built upon using big data, AI, cloud computing, or simply providing a better user experience based on existing set of services.

Swimbird Technology cont.

Information Technology and automation are corner stones of an efficient financial sector. New architectural patterns, such as microservices, cloud computing, big data, and AI provide a wealth of opportunities. At Swimbird, we help you safely execute your digital transformation into new technological uncharted waters.

Meet the Swimbird Team

COMPETENCE AND PERSONALITY IS ALWAYS KEY TO SUCCESS 

 The Swimbird team is dynamic, focused, driven and creates customer value by combining expertise in business development and technology. We have incorporated personal training to achieve greater energy and results. We are passionate about modern technology, but people and competence are still at heart of the digital transformation. 

Eva Lundell
Eva LundellPartner - CEO
28 years of experience from the banking/financial industry, whereof 20 years in various leadership roles, such as Global Head of Risk Control and Head of Investor Services Products within SEB. Eva has, among other things, built up portfolio services for financial institutions. Portfolio services include derivative clearing, collateral management, risk & valuation, and back office solutions.
Malin Heyman
Malin HeymanPartner
18 years of experience from the banking/financial industry, whereof 10 years in various leadership roles, such as Head of Prime Brokerage Services within SEB. Malin has extensive knowledge from business development of e.g. technical platforms and service models. Malin has also been Head of FX Prime Brokerage, Agency Lending and Alternative Investments products.
Alexander Torstensson
Alexander TorstenssonPartner
11 years of experience from the banking/financial industry. Alexander has developed collateral management services to financial institutions within SEB. He has also experience from fund management services in Luxembourg, sourcing of stock loans, agency lending and alternative investments. Alexander has had roles in leadership, business development, sales and customer relations.
Oskar Wibling
Oskar WiblingPartner
Oskar has developed software since the mid 80’s and professionally since 1998. He is an entrepreneur who founded his first IT company around twenty years ago. For the past decade, Oskar has focused on FinTech solutions and been a partner in Awetec Labs (formerly Baymarkets Technology). He is very passionate about software development and has built distributed, business critical, systems for customers such as the Singapore Exchange (SGX) and the Oslo Exchange. Oskar holds a PhD in Computer Science with a focus on network protocol validation as well as an MSc in Engineering Physics.
Klas Ekvall
Klas EkvallPartner
25 years of experience in professional software development, including 10 years as an IT consultant. The last 15 years as an entrepreneur in FinTech and worked with technical solutions in close cooperation with customers. Klas has a wide technical span. He has developed advanced technical solutions for the financial markets, including order routing, order matching and implied spreads. He has been a partner in Awetec Labs (formerly Baymarkets Technology).
Jonas Gudmundsson
Jonas GudmundssonPartner
10 years of experience from the banking/financial industry, where of 7 years as Head of SEB Risk & Valuation Services. Jonas has built up several valuation and risk management services currently used by a large number of funds, insurance companies, and banks. Jonas has developed services for automatic hedging of share classes for funds in different currencies. Jonas holds an MSc in Applied Physics and Electrical Engineering from Linköping University of Technology.
Charlotte Holmquist
Charlotte HolmquistPartner
Charlotte has 20 years of experience from the banking/financial industry, primarily in Marketing & Administration from several business areas. She has successfully arranged large client events and seminars. Charlotte is passionate about health and wellness and has 25 years of experience as a personal trainer, group trainer & running coach.
Johan Umefjord
Johan UmefjordPartner
Johan has 11 years of experience from the banking/financial industry. He has been responsible for the implementation of trading systems to, among others, the Oslo Stock Exchange and the Cleartrade Exchange. Furthermore, Johan has built OTC derivative clearing system for SEB, been a software developer for risk and performance systems, as well as CTO for Investor Services at SEB.
Johan holds an MSc in Engineering Physics from Uppsala University.