Multi-family Office Portfolio Management Solution
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Overview
Client Location
USA & Canada
Industry
WealthTech
Need
Efficient portfolio management for multiple family offices, including a new asset class of Angel Investment.
Swimbird’s goal is to revolutionize the financial industry through the creation and distribution of cutting-edge, user-friendly technology solutions that are easily implemented and scalable.
One of the company’s standout products, SWAP, is a top choice in Scandinavia for family offices seeking an all-in-one solution for tracking and managing assets and liabilities. Instead of manually inputting data from various sources into spreadsheets, SWAP allows users to easily access and organize this information in one place.
Challenges
Swimbird faced the challenge of managing complex portfolios across multiple family offices and integrating Angel Investments into their system. Ensuring data security and compliance with financial regulations was also critical.
1
Managing diverse and complex portfolios for multiple family offices.
2
Integrating a new asset class of Angel Investment into existing portfolio management systems.
3
Ensuring data security and compliance with financial regulations.
Solution
FintegrationFS built a desktop app integrating various asset classes, including Angel Investments, with robust security measures.
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Asset Class Management: Users can diversify their portfolios by managing assets such as stocks, cryptocurrencies, and mutual funds.
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Security Measures: Provided a secure and safe web application for managing assets, ensuring robust protection of user data and transactions.
Components
Impact
Efficient Portfolio Management
Enabled family offices to manage diverse portfolios efficiently.
Angel Investment Addition
Added Angel Investment as a new asset class, expanding investment opportunities.
Data Security Compliance
Improved data security and compliance with financial regulations.
Technology Stack
React
Node.Js
Apigee
Postgre
SQL
AWS
Figma
