Case studies
How teams put Swimbird to work
Banks, family offices and private equity firms, all with the same problem — portfolio data spread across too many places.
Nordic private bank · around 40 advisors
From fragmented data to full client visibility
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.
4 → 1
reporting workflows
Same day
client reporting, was month-end
100%
of assets in one view
6 weeks
kickoff to go-live
Family office
One view across five custodians
Bankable assets, private equity and two commercial properties had never appeared on the same page. Now they do, with allocation analytics across all of it.
Month-end close 9 days → 2
Alternatives included
Private equity firm
LPs see what the GP sees, the same day
White-labelled LP access replaced a quarterly PDF pack. Ownership, carry and drawdowns update from the same source the GP works in.
Quarterly → on demand
One source for GP and LP
