Swanest allowed us to bring our digital capabilities up to speed within no time.
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Your new digital marketing & onboarding tool
Rocket above the competition with our digital marketing and onboarding tool to increase the efficiency of your business and to provide your clients with an experience they truly enjoy!
features
Interactively present your proposals.
Interactively explain your investment proposals to help your prospects to easily understand your advice. You can upload your very own portfolios and change between alternatives easily. We support a large universe of stocks, bonds, mutual funds and ETFs listed around the globe.
Create your interactive proposal
Plan and simulate together with your prospects.
Simulate financial objectives together with your prospect to find the right investment plan. Help to understand return scenarios and demonstrate the impact of risk on your prospect’s financial future.
Assure your prospectsProvide insights with just a few clicks.
Easily present to your prospects in which countries and industries their capital could make an impact. 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
Premium
$ 29,99per advisor and month- 14 day free trial
- Up to 10 model portfolios
- Your own brand
Enterprise
Contact Ustailored pricing- Unlimited model portfolios
- 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 growing your assets now.
Easily set-up a digital proposal so you can shine in front of your clients already tomorrow.
Try it now