Wealth Management Software
All assets in one place
Providing transparency in multi-asset portfolios for Banks, Asset Managers, Family Offices, Investment Companies and Private Equity Firms.
Wealth Management Software
All assets in one place
Providing transparency in multi-asset portfolios for Banks, Asset Managers, Family Offices, Investment Companies and Private Equity Firms.
Security is our top priority
ISO 27001 certified
GDPR compliant
SSO & multi-factor auth
Penetration tested
On-premise or cloud
How we keep your data safe
Onboarding
Our seamless onboarding process
Four steps from first conversation to a live, connected platform — with your data mapped, your team trained and someone on hand long after go-live.
01
Meeting & analyzing
We map your needs and show where efficiency, control and reporting can improve.
02
Data integration
We upload your data and connect your banks, custodians and accountants.
03
User training
We train every user, so the efficiency gains are actually realized.
04
Ongoing support
A dedicated key account manager, through go-live and far beyond.
Onboarding
Our seamless onboarding process
Four steps from first conversation to a live, connected platform — with your data mapped, your team trained and someone on hand long after go-live.
01
Meeting & analyzing
We map your needs and show where efficiency, control and reporting can improve.
02
Data integration
We upload your data and connect your banks, custodians and accountants.
03
User training
We train every user, so the efficiency gains are actually realized.
04
Ongoing support
A dedicated key account manager, through go-live and far beyond.
Onboarding
Our seamless onboarding process
Four steps from first conversation to a live, connected platform — with your data mapped, your team trained and someone on hand long after go-live.
01
Meeting & analyzing
We map your needs and show where efficiency, control and reporting can improve.
02
Data integration
We upload your data and connect your banks, custodians and accountants.
03
User training
We train every user, so the efficiency gains are actually realized.
04
Ongoing support
A dedicated key account manager, through go-live and far beyond.
Platform
One structured source of truth
Across every bank, custodian and asset class — listed, unlisted and alternative.
Full client visibility
Unify all internal and external data into one real-time view across every bank and asset class.
Banks
Custodians
Accounting
Alternatives
Proactive advisory
Instant, structured insights — not manual reporting or fragmented systems.
Operational efficiency
Automated data processing replaces Excel workflows and reduces operational risk.
Open Finance & AI-ready
A standardized data foundation built for FIDA, Open Finance and intelligent analytics.
Alternative investments
Private equity, real estate, art and property, handled alongside bankable assets.
Secure & certified
ISO 27001 certified, GDPR compliant, with MFA and single sign-on.
Platform
One structured source of truth
Across every bank, custodian and asset class — listed, unlisted and alternative.
Full client visibility
Unify all internal and external data into one real-time view across every bank and asset class.
Banks
Custodians
Accounting
Alternatives
Proactive advisory
Instant, structured insights — not manual reporting or fragmented systems.
Operational efficiency
Automated data processing replaces Excel workflows and reduces operational risk.
Open Finance & AI-ready
A standardized data foundation built for FIDA, Open Finance and intelligent analytics.
Alternative investments
Private equity, real estate, art and property, handled alongside bankable assets.
Secure & certified
ISO 27001 certified, GDPR compliant, with MFA and single sign-on.
Platform
One structured source of truth
Across every bank, custodian and asset class — listed, unlisted and alternative.
Full client visibility
Unify all internal and external data into one real-time view across every bank and asset class.
Banks
Custodians
Accounting
Alternatives
Proactive advisory
Instant, structured insights — not manual reporting or fragmented systems.
Operational efficiency
Automated data processing replaces Excel workflows and reduces operational risk.
Open Finance & AI-ready
A standardized data foundation built for FIDA, Open Finance and intelligent analytics.
Alternative investments
Private equity, real estate, art and property, handled alongside bankable assets.
Secure & certified
ISO 27001 certified, GDPR compliant, with MFA and single sign-on.
Why Swimbird
Swimbird does what legacy setups cannot
Same portfolio, same counterparties — one platform instead of five, and a view that is actually current.
Other tools
Data scattered across banks, custodians and spreadsheets
Manual Excel workflows, and the operational risk that comes with them
Listed assets only — alternatives left in a side file
PDFs and statements re-keyed by hand
Static reports, already out of date on arrival
Security bolted on afterwards
Swimbird
Recommended
One structured source of truth across every source
Automated data processing with full audit trails
Listed, unlisted and alternative assets in one view
PDFs parsed straight into transactions by Swimbird NEST
Real-time valuations, analytics and dashboards
ISO 27001 certified and GDPR compliant by design
Case study
From fragmented data to full client visibility
A Nordic private bank replaced four reporting workflows with one platform, and gave every advisor the same live view of the client.
The challenge
Client data sat across five custodians, two internal systems and a spreadsheet layer maintained by hand. Advisors spent the first part of every meeting reconciling numbers instead of advising.
What changed
Swimbird NEST mapped every source, PDF statements included. SWIP became the single view — listed, unlisted and alternative assets together, valued in real time.
Nordic private bank · around 40 advisors
4 → 1
reporting workflows
Same day
client reporting, was month-end
100%
of assets in one view
6 weeks
from kickoff to go-live
Eva Lundell
CEO, Swimbird
From our CEO
“We are passionate about helping banks, family offices and asset managers to become automated, efficient and digitized through our modern platform solution.”
Eva Lundell
CEO, Swimbird
From our CEO
“We are passionate about helping banks, family offices and asset managers to become automated, efficient and digitized through our modern platform solution.”
Eva Lundell
CEO, Swimbird
From our CEO
“We are passionate about helping banks, family offices and asset managers to become automated, efficient and digitized through our modern platform solution.”
Customer stories
Teams who use it, recommend it
Middle office, front office, compliance and investor relations — the teams who live in the platform.
We replaced four separate reporting workflows with one platform. Our advisors open Swimbird in the morning and the whole client picture is already there — listed, unlisted, all of it.
Head of Middle Office
Nordic private bank
Trusted by banks, asset managers, family offices and private equity firms.
Onboarding took weeks, not quarters. Data mapping was the part we dreaded, and it was the part they handled.
COO
Family office
Our LPs finally see the same numbers we do, on the same day.
Investor Relations
Private equity firm
Alternatives were always our blind spot. Now they sit in the same view as the bankable assets, with the same analytics behind them.
Portfolio Manager
Investment company
Audit season stopped being a fire drill. Every figure traces back to its source without anyone having to dig.
Head of Risk & Compliance
Asset manager
Customer stories
Teams who use it, recommend it
Middle office, front office, compliance and investor relations — the teams who live in the platform.
We replaced four separate reporting workflows with one platform. Our advisors open Swimbird in the morning and the whole client picture is already there — listed, unlisted, all of it.
Head of Middle Office
Nordic private bank
Trusted by banks, asset managers, family offices and private equity firms.
Onboarding took weeks, not quarters. Data mapping was the part we dreaded, and it was the part they handled.
COO
Family office
Our LPs finally see the same numbers we do, on the same day.
Investor Relations
Private equity firm
Alternatives were always our blind spot. Now they sit in the same view as the bankable assets, with the same analytics behind them.
Portfolio Manager
Investment company
Audit season stopped being a fire drill. Every figure traces back to its source without anyone having to dig.
Head of Risk & Compliance
Asset manager
Customer stories
Teams who use it, recommend it
Middle office, front office, compliance and investor relations — the teams who live in the platform.
We replaced four separate reporting workflows with one platform. Our advisors open Swimbird in the morning and the whole client picture is already there — listed, unlisted, all of it.
Head of Middle Office
Nordic private bank
Trusted by banks, asset managers, family offices and private equity firms.
Onboarding took weeks, not quarters. Data mapping was the part we dreaded, and it was the part they handled.
COO
Family office
Our LPs finally see the same numbers we do, on the same day.
Investor Relations
Private equity firm
Alternatives were always our blind spot. Now they sit in the same view as the bankable assets, with the same analytics behind them.
Portfolio Manager
Investment company
Audit season stopped being a fire drill. Every figure traces back to its source without anyone having to dig.
Head of Risk & Compliance
Asset manager
Book a demo
See it with your own data
Thirty minutes with someone who actually knows portfolio data. We map a slice of yours and show you the result.
Banks & asset managers
Family offices
Private equity & VC
What the session covers
A walkthrough of SWIP with your own asset mix
How NEST maps your banks, custodians and PDFs
Straight answers on security, hosting and compliance
A realistic view of onboarding and timelines
30 minutes · No obligation · Or email sales@swimbird.se
Book a demo
See it with your own data
Thirty minutes with someone who actually knows portfolio data. We map a slice of yours and show you the result.
Banks & asset managers
Family offices
Private equity & VC
What the session covers
A walkthrough of SWIP with your own asset mix
How NEST maps your banks, custodians and PDFs
Straight answers on security, hosting and compliance
A realistic view of onboarding and timelines
30 minutes · No obligation · Or email sales@swimbird.se
Book a demo
See it with your own data
Thirty minutes with someone who actually knows portfolio data. We map a slice of yours and show you the result.
Banks & asset managers
Family offices
Private equity & VC
What the session covers
A walkthrough of SWIP with your own asset mix
How NEST maps your banks, custodians and PDFs
Straight answers on security, hosting and compliance
A realistic view of onboarding and timelines
30 minutes · No obligation · Or email sales@swimbird.se
FAQ
Got questions?
We’ve got answers.
Here’s everything you need to know before getting started.
01
What is SWIP?
SWIP is Swimbird’s cloud native platform for portfolio management, analysis and reporting. It integrates and aggregates data from multiple sources so that all your assets sit in one view.
02
Which asset classes does Swimbird support?
All of them — listed and unlisted. Alongside bankable assets you can manage private equity direct investments, commercial real estate, art and collections, and private properties.
03
How does Swimbird handle data integration?
Through our integration solution Swimbird NEST we revolutionize data mapping, shifting from traditional methods to AI-driven processes — integrating your banks, custodians, accounting systems and other counterparties.
04
Is the platform secure and compliant?
Yes. SWIP is ISO 27001 certified and continuously tested for cyber security, such as through penetration testing. The platform complies with financial regulation and is GDPR compliant.
05
Where is our data stored?
Data is safely stored in our databases, deployed on your premises or in the cloud. You determine how access rights and roles are configured.
06
What does onboarding look like?
Four steps: meeting and analysis, data integration, user training, and ongoing support from a dedicated key account manager. You can reach us any time at sales@swimbird.se.
FAQ
Got questions?
We’ve got answers.
Here’s everything you need to know before getting started.
01
What is SWIP?
SWIP is Swimbird’s cloud native platform for portfolio management, analysis and reporting. It integrates and aggregates data from multiple sources so that all your assets sit in one view.
02
Which asset classes does Swimbird support?
All of them — listed and unlisted. Alongside bankable assets you can manage private equity direct investments, commercial real estate, art and collections, and private properties.
03
How does Swimbird handle data integration?
Through our integration solution Swimbird NEST we revolutionize data mapping, shifting from traditional methods to AI-driven processes — integrating your banks, custodians, accounting systems and other counterparties.
04
Is the platform secure and compliant?
Yes. SWIP is ISO 27001 certified and continuously tested for cyber security, such as through penetration testing. The platform complies with financial regulation and is GDPR compliant.
05
Where is our data stored?
Data is safely stored in our databases, deployed on your premises or in the cloud. You determine how access rights and roles are configured.
06
What does onboarding look like?
Four steps: meeting and analysis, data integration, user training, and ongoing support from a dedicated key account manager. You can reach us any time at sales@swimbird.se.
FAQ
Got questions?
We’ve got answers.
Here’s everything you need to know before getting started.
01
What is SWIP?
SWIP is Swimbird’s cloud native platform for portfolio management, analysis and reporting. It integrates and aggregates data from multiple sources so that all your assets sit in one view.
02
Which asset classes does Swimbird support?
All of them — listed and unlisted. Alongside bankable assets you can manage private equity direct investments, commercial real estate, art and collections, and private properties.
03
How does Swimbird handle data integration?
Through our integration solution Swimbird NEST we revolutionize data mapping, shifting from traditional methods to AI-driven processes — integrating your banks, custodians, accounting systems and other counterparties.
04
Is the platform secure and compliant?
Yes. SWIP is ISO 27001 certified and continuously tested for cyber security, such as through penetration testing. The platform complies with financial regulation and is GDPR compliant.
05
Where is our data stored?
Data is safely stored in our databases, deployed on your premises or in the cloud. You determine how access rights and roles are configured.
06
What does onboarding look like?
Four steps: meeting and analysis, data integration, user training, and ongoing support from a dedicated key account manager. You can reach us any time at sales@swimbird.se.
Take the first step — we’re here to help
Find out how we can help you achieve your digital goals and let you focus on your core business with our wealth management software.
Take the first step — we’re here to help
Find out how we can help you achieve your digital goals and let you focus on your core business with our wealth management software.
Take the first step — we’re here to help
Find out how we can help you achieve your digital goals and let you focus on your core business with our wealth management software.
What’s the latest?
Company
Swimbird welcomes Andreas Hammarin as new Chief Product Officer
Swimbird welcomes Andreas Hammarin as our new Chief Product Officer. With extensive experience from Mentimeter, Andreas will play a key role in shaping the future of our platform.
What’s the latest?
Company
Swimbird welcomes Andreas Hammarin as new Chief Product Officer
Swimbird welcomes Andreas Hammarin as our new Chief Product Officer. With extensive experience from Mentimeter, Andreas will play a key role in shaping the future of our platform.
What’s the latest?
Company
Swimbird welcomes Andreas Hammarin as new Chief Product Officer
Swimbird welcomes Andreas Hammarin as our new Chief Product Officer. With extensive experience from Mentimeter, Andreas will play a key role in shaping the future of our platform.