The 2021 Family Office Software Roundup

We're proud to say that we have been featured in the Forbes 2021 roundup of Software Providers to Family Offices.

Charlotte Holmquist
November 24, 2021
Articles

The 2021 Family Office Software Roundup

We have been featured in the Forbes 2021 roundup of Software Providers to Family Offices. To read the full review of Family Office Software providers; https://bit.ly/3FIpzhs

From Forbes:

This past year has seen unprecedented digital acceleration and transformation, highlighting the immense value of engaging the right technology partners and, of course, the consequences of getting this wrong. The latter is a pretty daunting thought considering how time and resource-intensive software selection and implementation can be.

As the family office landscape continues to shift, one-size-fits-all solutions that work for other organizations don't cut it, and bespoke software stacks designed to meet each organization's unique needs are rapidly coming to the fore. Still, understanding and selecting the products that will work for a family office both now and in the future can be daunting. The Simple 2021 Family Office Software Review is designed to assist family offices in navigating this often painful process.

This year's review follows a user-first approach, covering use-cases that presented themselves during Simple's research process before delving into the software designed to meet the needs of each segment.

Swimbird

Swimbird's customizable Platform, SWIP, is a modern portfolio management solution that offers clients a centralized, holistic view of their total portfolio. The platform provides real-time aggregation and visualization of portfolio data (assets and liabilities), irrespective of format and data source. It also handles all geographies and instrument types; financial instruments (listed and OTC), private equity and alternative investments.

Charlotte has 20 years of experience from the banking/financial industry.