Private Banking Software for Wealth Management

Why leading banks choose Swimbird

Full client visibility

Unify all internal and external data into one real-time view across every bank and asset class.

Proactive advisory

Give advisors instant, structured insights - not manual reporting or fragmented systems.

Operational efficiency

Automated data processing replaces Excel workflows and reduces operational risk.

Open Finance & AI-ready

A structured, standardized data foundation built for FIDA, Open Finance and intelligent analytics.

Complete portfolio overview Swimbird Solution

Swimbird NEST

The data engine for modern banking

NEST unifies and structures all client data across banks, custodians and asset classes - giving advisors a complete and compliant foundation for real-time insight.

Unified, structured client data across listed, unlisted and alternative assets.

Enterprise-grade governance & automation with audit trails, data lineage and Open Finance/FIDA readiness.

Swimbird SWIP

Real-time reporting and analytics

SWIP turns structured data from NEST into clear, real-time insights for advisors and clients - through a modern interface or seamless API integration.

Always up-to-date portfolio visibility with analytics, dashboards and automated reporting.

AI-enhanced advisory tools including simulations, insights and white-label options.

Improve your client offering Swimbird Solution

From fragmented data to full client visibility

Creating real impact

A leading Nordic bank struggled to deliver modern Private Banking. Advisors lacked a complete client picture - data was scattered across systems, slow to access and manually compiled.

With Swimbird, all client data is unified and updated in real time - eliminating manual work, reducing operational costs and enabling faster, more proactive advisory.

Private Banking Software

Unified Data.
Limitless Insights.

Trusted by industry leaders

Why leading banks choose Swimbird

Full client visibility

Proactive advisory

Operational efficiency

Open Finance & AI-ready

The data engine for modern banking

Real-time reporting and analytics

From fragmented data to full client visibility

Creating real impact

See how unified data transforms advisory

Banks & asset managers

Family offices & investment companies

Private equity & venture capital firms

Data integrations

Private Banking Software

Unified Data.Limitless Insights.

Trusted by industry leaders

Why leading banks choose Swimbird

Full client visibility

Proactive advisory

Operational efficiency

Open Finance & AI-ready

The data engine for modern banking

Real-time reporting and analytics

From fragmented data to full client visibility

Creating real impact

See how unified data transforms advisory

Unified Data.
Limitless Insights.