Swan

Swan is an intuitive solution for the analysis, management and optimisation of financial portfolios, designed for financial advisers, wealth advisers and small advisory teams. The platform processes portfolio dynamics in real time (allocation and risk) and enables immediate comparison with benchmarks or model portfolios. 

Swan generates personalised asset allocation recommendations based on the client’s objectives and risk profile, supporting advanced advice based on objective data and immediate comparisons. 

Swan also provides a view of a client’s or family group’s overall wealth by aggregating multiple accounts and importing any assets held with third-party banks, as well as supporting the management of non-financial asset classes (property, vehicles, other assets, etc.). 

Finally, the platform produces fully customisable reports in terms of composition and level of detail. Thanks to its dynamic reporting, Swan can always provide the level of detail required by the client, creating added value both for standard customer segments and for clients with more advanced needs.