at Financial Technnology Year
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SWIP
from Swimbird
Cloud-native wealth management platform that integrates and aggregates data from multiple sources to support portfolio management, analysis and reporting for banks, asset managers, family offices, investment companies, and private equity firms.
Category:
Portfolio Management Systems
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
SWIP
Category:
Data Integration Platforms
in:
Data Management
Tools that enable data flows between different systems within the organization and with external parties such as custodians, fund administrators, and market data providers through APIs, ETL processes, and messaging.
SWIP
Publicly available data, summarised using AI.
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