Solutions
Swimbird removes the reconciliation layer sitting between your firm and your clients’ portfolios. Here is how the platform works — and how you get there.
The data engine
Every source, one structured truth
Swimbird NEST collects from wherever your data lives, normalises it into a single model, and keeps SWIP current — so the view your team opens is already reconciled.
Your sources
Banks
Custodians
Accounting systems
PDF statements
Alternatives
Swimbird NEST
collect · normalise · map
SWIP — one view
Total portfolio
Allocation
Performance
Alternatives
Onboarding
Four steps to a live platform
From first conversation to a 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 — before anything is installed or migrated.
A working session, not a pitch
No system change required yet
02
Data integration
We upload your data and connect your banks, custodians and accountants, mapping every format we find into one model.
Any format, PDFs included
Mapping maintained by us
03
User training
We train every user, so the efficiency gains are actually realized rather than left in the platform unused.
Role-based sessions
Advisors and operations both
04
Ongoing support
A dedicated key account manager stays with you through go-live and far beyond it.
A named contact
Long after go-live
What changes once you are live
Not a new dashboard on top of the old process — a different process.
One view per client
Listed, unlisted and alternative holdings in the same place, valued from live data.
Reporting without the rebuild
Client reporting runs from the platform instead of a spreadsheet reassembled each cycle.
Alternatives included
Private equity, real estate and property counted in allocation, not tracked on the side.
Someone on your side
A key account manager who knows your setup, from the first workshop onward.
Start with a conversation, not a migration
The first step is a working session where we map your data and show you what the platform would look like with it. Nothing changes in your systems until you decide it should.