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

The SWIP platform fits into your existing infrastructure – allowing you to leverage on your best applications while SWIP will make sure to aggregate and maintain your data.

  • Massively cutting your implementation costs

  • Future proofing your technology offering

  • Staying ahead of your competition

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

How It Works

We know that keeping up with technology offerings to clients can be tedious and costly. Let us work together and leverage off the fact that Swimbird has already built a future-proof and flexible solution for you.

We know that keeping up with technology offerings to clients can be tedious and costly

Let us work together and leverage that Swimbird has already built a future-proof and flexible solution for you.

CONTACT US NOW