With Swise, you can offer evergreen private equity solutions to your clients — all within your branded environment.
Professionally managed by expert
Our investment professionals dedicate hundreds of hours to research and select investments that have the potential to consistently outperform.
Access to leading managers
We partner with world-class investment managers to bring you exceptional opportunities through our evergreen funds - no more 10+ year lock-ups.
State-of-the-art CRM solution
Our proprietary one-stop shop CRM provides AI-powered market research, automated reporting and aggregated data in one place.
Dedicated support
Swise can train your team and support your business at any time to ensure successful fundraising and exceptional customer service.
Swise services any player in the wealth management ecosystem — including banks, wealth managers, family offices, discretionary fund managers, insurance and pension companies.
Investments on behalf of your clients.
Benchmarking and reporting on-demand.
Bespoke white-labeling according to needs.
Registration
Create an account to seamlessly manage your clients’ portfolio.
Exclusive fund details
View funds, access documents and review data online to help you make your investment decisions.
Digital subscription
When your client is ready to invest, execute the subscription process fully digitally within minutes — no messy paperwork.
Automated cash flows and reporting
Process client distributions and quarterly reports directly on our platform. Monitor client portfolios to provide your signature level of service.
