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.
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Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.

SWIP

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

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