Swanest allowed us to bring our digital capabilities up to speed within no time.
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Digital investment reporting
Rocket above the competition with our digital investment reporting to increase the efficiency of your business and to provide your clients with an experience they truly enjoy!
features
Report interactively and engage your clients.
Interactively present and explain your investment report. Discuss the short-term performance while keeping an eye on the long-run. Easily compare with indices of your choice to provide additional context.
Start creating your digital report
Assure your clients to be on track.
Help your clients to keep focusing on their investment objectives and easily demonstrate whether they are on track. Set expectations right when presenting return scenarios.
Assure your clientsProvide insights with just a few clicks.
Present your clients where their capital is making an impact. Easily access financial data on an instrument level and pull up fact sheets, KIIDs and other documents when needed.
Provide clear insights
For as little as the price of a lunch.
Basic
$ 19,99per advisor and month- 14 day free trial
- Up to 5 model portfolios/funds
Premium
$ 29,99per advisor and month- 14 day free trial
- Up to 10 model portfolios/funds
- Your own brand
Enterprise
Contact Ustailored pricing- Unlimited model portfolios/funds
- Your own brand
- Promote your products and portfolios
14 day free trial - 20% discount on all plans when paid annually.
They trust us
James CliffordRise Capital
Our clients appreciate the transparency Swanest provides around our advice.
Sean SolenSolen & Partners
I use the Swanest tools especially with younger clients, who enjoy interacting with it!
Robin SchmidtFortuna Invest
Start creating your digital investment report now.
Easily create a digital report so you can shine in front of your clients already tomorrow.
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