Smallbank vs Swimbird Mobile

As a customer of Smallbank, you have access to our app which provides a comprehensive overview of your investments, both liquid and illiquid, regardless of how many custodians and investment advisors you use. The app provides a streamlined insight, understanding and overview of your total assets and their development. The app shows your total return, security allocation, the monthly- and yearly development of the return and other important overall portfolio key figures. Please contact your adviser if you do not already have access to the app. Disclaimer: This offer is exclusively for customers of Smallbank users.

Swimbird integrates and aggregates your financial data, enabling transparency in your multi-asset portfolio, including advanced analytics and reports. Robust, secure and certified platform for Banks, Asset Managers, Family Offices, Investment Companies and Private Equity Firms.