Professional-grade data analysis meets effortless execution. Swifvex uses predictive AI to build and manage diversified investment strategies tailored to your long-term goals.
Start Your PortfolioBetween market volatility and the sheer volume of financial data, making the right decision is harder than ever. We believe data intelligence shouldn't be reserved for institutional hedge funds.
Swifvex condenses the research, modelling and monitoring that typically takes analysts hours into a single, continuously updated view, so you can make an informed decision without spending your weekend on spreadsheets.
Each step is designed to remove friction without skipping the analysis that matters.
Link your accounts with bank-grade encryption, so your existing holdings and cash flow are visible to the system without manual data entry.
Our AI analyses your family's financial horizon and risk tolerance, weighing factors such as time to goal, income stability and existing commitments.
Review your custom-built portfolio, with the reasoning behind each allocation, and activate it instantly once you are satisfied.
Our predictive models monitor global market shifts around the clock, suggesting rebalancing actions before volatility impacts your principal. Risk mitigation here means adjusting exposure ahead of a downturn, rather than reacting once losses have already occurred.
Swifvex processes millions of data points, from earnings reports to macro-economic trends, to find the signal in the noise. Scalable means the same analysis runs whether you hold one fund or a diversified mix of assets, without added manual work on your part.
No black boxes. See exactly why the AI made a recommendation with our "Plain English" rationale feature, which translates model outputs into a short, readable explanation alongside each suggested change.
Our algorithms are based on Modern Portfolio Theory, a long-established framework for balancing risk and return across a mix of assets, enhanced with deep learning models that adapt to new market data. We prioritise capital preservation and steady growth over speculative gains.
The system combines your stated goals and risk tolerance with Modern Portfolio Theory principles and ongoing market data analysis. It proposes a diversified allocation and explains the reasoning in plain language before anything is activated, so you retain the final decision.
Account connections use 128-bit AES encryption, and our operations follow the regulatory requirements set out for UK financial services firms. We do not store your banking credentials directly; account access is handled through secure, read-only integrations.
Swifvex is built to work for a range of contribution levels, from modest monthly amounts to larger lump sums. Exact minimums are confirmed during the account setup step, as they can depend on the specific portfolio structure chosen.
Yes. You retain access to your linked accounts and can initiate a withdrawal whenever you choose. Processing times follow standard banking and settlement periods, which we display clearly before you confirm any transaction.