Platform
Across every bank, custodian and asset class — listed, unlisted and alternative. Swimbird brings portfolio data into a single platform your whole firm can work from.
Six things the platform does
Each one is explained in full below.
Full client visibility
Unify all internal and external data into one real-time view across every bank and asset class.
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.
01
Full client visibility
Most firms can describe a client’s position only after someone has assembled it. Swimbird NEST collects from every bank, custodian and internal system, normalises what it finds, and keeps the platform current — so the whole picture is there before the meeting starts, not a week after it.
Every source, one model
Market, static, transaction and unlisted data are mapped into a single structure — PDF statements included.
Valuation that keeps up
Positions and performance update as data arrives, rather than waiting for a month-end process.
One view per client
Consolidated across banks, custodians, entities and asset classes, for the whole firm.
02
Proactive advisory
When the data is already structured, advisors stop reconciling and start advising. Exposure, performance and allocation become things you pull up during a conversation instead of requests that go into a queue.
Answers in the meeting
Drill from total portfolio down to a single holding without leaving the view.
Reporting that keeps pace
Client reporting runs from live data instead of a spreadsheet rebuilt each cycle.
The same numbers for everyone
One set of definitions across advisors, so two people asking the same question get the same answer.
03
Operational efficiency
Manual data handling is where cost and risk accumulate. Automating collection, mapping and reconciliation removes the spreadsheet layer between your data and your decisions — and the errors that live inside it.
Collection and mapping, automated
A new source is onboarded once and maintained centrally, not re-solved by each team.
Fewer hand-offs
Reconciliation and consolidation happen in the platform rather than across inboxes.
Lower operational risk
Fewer manual touchpoints means fewer places for an error to enter unnoticed.
04
Open Finance & AI-ready
Regulation and analytics reward the same thing: data that is structured, standardised and accessible. Swimbird’s foundation is built to meet FIDA and Open Finance requirements — and to feed the analytics that follow from them.
Built for FIDA and Open Finance
A standardised foundation, ready for regulated data sharing as the framework lands.
Dynamic APIs
The functions that matter for portfolio management are available programmatically, including private equity prices and NAV.
A foundation analytics can trust
Consistent structure is the precondition for any intelligent analysis on top of it.
05
Alternative investments
Alternatives are usually the part of the portfolio that lives outside the system — tracked by hand, reported late, and missing from the allocation view. Swimbird treats them as first-class holdings, so the analysis covers the whole balance sheet rather than the liquid part of it.
Unlisted handled properly
Private equity with real prices and NAV, not a manual placeholder in a spreadsheet.
Real assets included
Real estate, property and art sit alongside bankable assets in the same view.
Whole-portfolio analytics
Allocation and exposure reflect everything the client actually owns.
06
Secure & certified
Security is a procurement requirement long before it is a feature. Swimbird is certified, tested continuously, and deployed wherever your policy requires it to sit.
How we keep your data safe
ISO 27001 and GDPR
Certified, GDPR compliant, and aligned with financial regulation.
MFA and single sign-on
Multi-factor authentication and SSO as standard, with access rights you configure.
On-premise or cloud
Deployed to meet your data residency requirements, not ours.
See it running on your own data
The fastest way to judge a platform is to point it at your own portfolios. We will set up a session around your data, your asset classes and your reporting.