SWIP is a modern portfolio platform which integrates and aggregates transaction data from multiple sources. Handles both listed and unlisted investments in one place.
Our microservices architecture enables consumer flexibility and fast development of new features.
With SWIP you can handle all asset classes and instrument types. Dynamic asset allocations and performance analytics. Your entire team can work in SWIP with different roles and access rights.
Manage acquisition values, market valuations, performance over time. Advanced analytics specific to each asset type including drill downs from portfolio level. Examples of what SWIP handles:
It can be challenging to connect to various sources and systems in different formats, with our integration solution Swimbird NEST you can seamlessly integrate to multiple sources.
Standardize data models. Store critical compliance documentation securely in one place. Access records whenever needed. What we do for record keeping:
Different users have different needs, it is up to you how you want to use SWIP to meet you and your clients need.
Find out how we can help you achieve your digital goals and let you focus on your core business with our wealth management software.
