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What is Swimbird?

Swimbird has developed a cutting-edge cloud-native SaaS platform called SWIP, which unifies and integrates portfolio data from multiple sources to improve portfolio management, analysis, and reporting processes. This platform enables real-time aggregation and visualization of a variety of financial instruments, encompassing both assets and liabilities, such as listed and over-the-counter options, private equity, alternative investments, commercial real estate, and other private assets. Built on advanced technology, SWIP offers customization options that cater to the unique requirements of different organizations, allowing it to seamlessly integrate with current IT frameworks or operate as a standalone solution. Its user-friendly, interactive dashboard provides banks, asset managers, family offices, investment firms, and private equity or venture capital companies with the necessary tools for dynamic reporting, performance and risk assessment, and strategic asset allocation across various categories. Furthermore, SWIP enhances data management through features like meticulous record-keeping and thorough audit trails, which promote greater transparency and accountability in financial activities. Ultimately, SWIP stands out as a comprehensive solution that empowers financial institutions to make informed decisions while adhering to regulatory standards.

What is Landytech Sesame?

Sesame, developed by Landytech, is an all-encompassing investment management solution designed specifically for asset owners, managers, and advisors, providing a robust set of tools for efficient data integration, analysis, and reporting. This platform enables users to effortlessly aggregate information from a range of custodians and asset classes, including complex financial products, creating a unified view of their investment holdings. With its advanced analytics capabilities, Sesame equips users to assess performance, risk, and exposure, facilitating more strategic investment decisions. The platform's intuitive report builder features a drag-and-drop functionality that assists in crafting visually engaging and customizable reports, which can be automated and scheduled for convenience. Additionally, Sesame includes monitoring tools that allow users to establish personalized alerts for compliance breaches and other important events, thereby enhancing proactive risk management practices. The platform also fosters collaboration through task management tools and centralized document repositories, which optimize operational workflows and improve overall efficiency. By combining these diverse functionalities, Sesame not only streamlines the investment management process but also empowers users to navigate the dynamic financial environment with greater confidence and agility. Furthermore, the continuous updates and enhancements to the platform ensure that users have access to the latest features and tools to maintain their competitive edge.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Swimbird

Date Founded

2018

Company Location

Sweden

Company Website

www.swimbird.com

Company Facts

Organization Name

Landytech

Date Founded

2018

Company Location

United Kingdom

Company Website

www.landytech.com/product

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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