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
Tailor Your Client Experience
Give your clients a complete overview of their portfolio across all asset types and investments in real-time.
- Alternative Investments
- Private Equity
The Swip UI can be white-labelled or added as components into your existing web apps.
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.