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.

Our platform

SWIP is not just another portfolio system

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

Step by Step

Discover how it works

Scoping

Swimbird works together with you to map your current systems infrastructure and data sources.

Strategy

We help you define quick wins and will set up a long-term strategy for you on how you can achieve a modern and scalable solution for your clients.

Setup

The Swip platform is built to handle complex account structures, role-based access rights, and any asset type without compromising scalability and security.

Scaling

Allowing you to grow your client base without having to worry about your technology solution not keeping up to speed with higher loads or new client demands.

The company

Swimbird in numbers

100%
Customer satisfaction
25+
Markets worldwide
500M+
Assets managed
150%
Growth year-over-year

Take control of your portfolio. Book a demo of SWIP.