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Portfolio Management Platform

Fintegration | Case Study

Portfolio Management Platform

Client: Swimbird AB, Sweden

About Swimbird

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.

Swimbird is supported by prominent Scandinavian investors in the fintech sector, further testament to the company’s reputation and potential for success in the industry.

Family office portfolio management

Fintegration | Case Study

Family Office Portfolio Manage

The Solution: Beyond A Product, A Partnership

In collaboration with Swimbird, MobileFirst has played an instrumental role over the past year, spearheading the development and integration of key features that make SWAP standout. Our emphasis has always been on harnessing state-of-the-art frontend technologies, combined with ensuring scalability and user experience par excellence. This synergy with Swimbird underscores our shared commitment to driving efficiency and innovation.

Data Collection

  • Integration with established data providers for a comprehensive view.

  • Manual entry modules for illiquid assets, ensuring a holistic platform.

Integration

  • Proprietary generic integration solution, enabling faster and more dependable data collation compared to conventional platforms.

User Interfaces
 

  • Interactive, dynamic portfolio visualization across both mobile and desktop environments.

  • Comprehensive display mechanisms including charts, graphs, analytics, and numerical representations.

Tools & Technologies

Backend

Web Development

Management

Java

Angular, HTML, Reflux, CSS, Javascript

Jira, Github, Slack

Looking to build a robust Fintech solution?

Fintegration as an Integration Partner

As the digital landscape rapidly evolves, integration becomes paramount to ensure seamless operations and enhance user experience. As an Integration Partner, Fintegration operates at the crossroads of technology and finance, bridging the gap between various fintech platforms and services to create cohesive, interconnected ecosystems.

What we do as an integration partner?

At Fintegration, our role goes beyond just connecting systems:

  1. Custom Solutions: We design and implement custom integrations tailored to specific business requirements, ensuring seamless communication between disparate systems.

  2. Continuous Support: Post-integration, we provide ongoing support to ensure optimal performance, address issues, and accommodate any changes in the evolving digital landscape.

  3. Advisory Role: Drawing upon our vast industry knowledge, we advise businesses on the best integration strategies, platforms, and technologies to align with their growth objectives.

  4. Safety and Compliance: Our integrations prioritize data security, ensuring all connections are encrypted and compliant with industry standards and regulations.

  5. Efficiency Audits: Post-implementation, we regularly assess the efficiency of the integrations, suggesting improvements and optimizations as necessary.

Who can use this service?

Fintegration's Integration Partner services cater to a wide range of clientele:

  • Fintech Startups: Emerging fintech companies looking to integrate their services with existing platforms or expand their connectivity.

  • Established Financial Institutions: Traditional banks and financial entities aiming to modernize their operations by integrating new technologies and services.

  • E-commerce Platforms: Online marketplaces seeking to enhance their payment gateways or integrate additional financial tools.

  • Tech Enterprises: Technology companies venturing into the financial domain, seeking expert guidance and integration services.

  • Regulatory & Compliance Entities: Organizations looking to integrate various fintech platforms for auditing, reporting, or compliance purposes.

Looking to build a robust Fintech solution?

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