Core Platform Components

SWIP fits into existing infrastructure to let clients leverage on their existing IT and systems investments or acts as a standalone fully-fledged portfolio solution for all asset classes. The platform’s components can be used as standalone features or as a whole, creating a complete portfolio solution.

Built for Flexibility

Find out how SWIP can be customized for your type of business

Family Offices

Get a complete overview of your portfolio, allocations and performance across all assets, instruments and geographies.

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Private Banks

Give your clients access to their total portfolio through our modern dashboard while giving your advisors the tools they need.

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Institutional Investors

Aggregate data across multiple sources through our smart integration hub and provide configurable user interfaces to different parts of your organization.

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Asset Managers

Integrate with all your sources to manage all investments and gain operational efficiency.

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