Portfolio Management Software

A solution for both GP and LPs

Get transparency and insights in your multi asset portfolio both from a GP and LP perspective. White label and give access to your clients/LPs through a single sign-on from your web site or use our rich APIs and build your own user experience.

Private equity & venture capital firms

Trusted by industry leaders

Kramerica Industries logotype
Nordic angels logotype
Pentech logotype
Borudan logotype
Simple logotype

GP reporting

Manage your GP reporting including administration functionality to handle investors, forecasts, commitment, NAV, drawdowns and distribution data.

Ownership, carry, number of shares, co-investments, leverage ratios and fees
Advanced documents management
GP reporting Swimbird Solution
Multi asset portfolio analytics Swimbird Solution

Multi asset portfolio analytics

Integrate all your external software and banks. In addition to Private Equity Funds and bankable assets add your alternative investments such as:

Private equity direct investments (shares, convertibles, options, shareholder contribution, loans)
Commercial real estate
Art & Collections
Private properties

LP reporting

Enhance your LP reporting by including all relevant key measures in SWIP’s modern dashboard; commitment draw downs, distributions, cashflow forecasting etc. Drill down from total portfolio to PE fund level including fund look through to portfolio company level.

Dynamic asset allocations and performance analytics
Advanced documents management
Allows seamless integrations to multiple sources and different formats, including PDFs
Enable portfolio transparency, all assets and liabilities in one view
Transparency LP reporting Swimbird Solution

Our seamless onboarding process

Find out how we can help you achieve your digital goals and let you focus on your core business with our wealth management software.

Close Cookie Preference Manager
Cookie Settings
By clicking "Accept all cookies" and allowing cookies to be stored on your device to improve website navigation, analyze website usage and assist with our marketing efforts. More information
Only necessary (always active)
Cookies required to enable basic website functionality.
Made by Flinch 77
Oops! Something went wrong while submitting the form.