Swanest is a digital wealth management platform for private investors and institutional advisors.
The platform helps investors to easily manage all of their savings and investments in one single place. Institutional advisors benefit from increased efficiency, sales and customer satisfaction.
At the heart of the platform stands a collaborative experience between the investor and the advisor to allow for the remote provision of financial advice, all within a modern and beautiful design.
Automation helps to optimise processes, whether this is in regard of the onboarding, reporting or investment management.
Importantly, the platform is fully independent of product providers and works with any stock, ETF, mutual fund and cryptocurrencies.
Currently, we test the platform to work with insurance policies as well.