Organize information
Keep people, financial portfolios, holdings, and allocations connected without combining ownership or losing the detail behind an aggregate.
About
Financial portfolio management with the whole picture in view.
Financial Portfolio Manager is operated by SWB Technologies. The product gives individuals, families, and independent portfolio managers a clear structure for organizing financial portfolios and understanding live statistics at every level.
Our product
Built to connect ownership, portfolios, holdings, and statistics.
The same structure supports one person, a family with multiple individuals, or an independent portfolio manager reviewing multiple client families.
See live statistics
Portfolio statistics recalculate as you maintain the information in your workspace, from one portfolio to combined views for a person, family, or business.
Work without trading noise
The product is designed for portfolio organization and review, not for order entry, market speculation, or a trading-terminal experience.
Clear boundaries
Organizational software—not a broker or adviser.
What the product does
- Organizes user-entered portfolio information.
- Calculates portfolio and aggregate statistics.
- Provides views for an individual, a family, or an entire business account.
- Supports reusable model portfolios on eligible plans.
What the product does not do
- Connect to brokerage accounts or execute trades.
- Hold or custody investments or customer funds.
- Provide investment recommendations or financial advice.
- Provide tax, accounting, or legal advice.
Accountable operation
Operated and supported by SWB Technologies.
Customer support is available by email in English at support@financialportfoliomanager.com. Security, privacy, billing, account recovery, and deletion procedures are documented as part of the product’s launch controls.