Enable Informed Investment Decisions

With access to your data through user friendly and modern web apps and API:s

Gain Control of Your Data

Gain access to all your data, validated and structured. Stored in a flexible data model, allowing you to add any measure or analysis you need.

Swip integrates with your sources, aggregates and stores your data irrespective of custody bank, instrument type, geography and asset class.

Your Tailored Experience

Give your advisors and investors a complete overview of portfolio data across all asset types and investments in real-time.

  • Alternative investments
  • Private equity
  • Funds
  • Equities
  • Derivatives
  • FX
  • Liabilities

Swip is a Saas cloud hosted solution or can be deployed inhouse on your existing infrastructure

Performance & Exposures

Get a clear view of total portfolio performance compared to benchmarks and visualise how individual investments have contributed to total performance

View exposures cross currency, region, sector and asset class at a glance presented in intuitive charts, graphs and tables.

Customized for all your stakeholders

Setup user access rights for all your stakeholders such as portfolio managers, advisors, and investors.

All features in Swip are controlled by access rights and roles can be assigned to let users get separate views depending on what they should be allowed do or see in the system.

Automation

Swip lets you concentrate on your investments by automating your manual administrative tasks such as compiling and validating data, reconciliations, reporting and accounting input.

  • Less time wasted on manual copy pasting from spreadsheets

  • More reliable data due to minimizing risks of manual errors

How it works

Reach Out to Us

To find out how Swimbird can help you improve your life when managing assets

CONTACT US NOW