Swoop for Advisors

Manage all your clients’ business finances in one place

Simple and speedy access to money and savings

Watch your clients’ businesses grow

Access a broad range of funding options including equity, grants and loans. Unlock cash for your clients by securing better deals and reducing their costs. Swoop brings everything together – accounting, bank accounts and more – for you to access from one simple dashboard.

Simple, fast and totally free access to the best funding and savings options for your clients

Simple, fast and totally free access to the best funding and savings options for your clients

Easy-to-read summaries of relevant funding and savings solutions to present to your clients

Easy-to-read summaries of relevant funding and savings solutions to present to your clients

Access to almost every finance opportunity on the market

An experienced team of experts to manage your clients' applications from beginning to end

An experienced team of experts to manage your clients’ applications from beginning to end

Automated tracking and notifications so you can keep abreast of your clients' progress

Automated tracking and notifications so you can keep abreast of your clients’ progress

Match your clients to tailored funding and savings solutions

Swoop a loan

Business loans

Which loan is right for your? client We sift through offers from mainstream banks and alternative lenders for the right combination.

Swoop some equity

Equity financing

Get connected with business angels, venture capital investors, and government initiatives.

Swoop a grant

Business grants

Cut through the time you’d spend wandering in the maze of grants. Lengthy searches? They’re history.

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How it works

Register

Simply register to access your personal dashboard to manage your clients’ funding and savings performance and metrics.

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Getting started is easy
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Get matched

Our technology will match your clients with all suitable products and suggest the most relevant solutions across loans, equity and grants.

Monitor spending and cut costs

Integrate your clients’ accounts to access an instant expenditure and savings report – start to cutting costs immediately.

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Apply easily with our Swoop review process
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Apply

Keep updated with changing circumstances and easily submit applications to relevant funding and savings providers.

Get started

Testimonials

Don’t waste time – there are plenty of funding and
saving solutions to help your clients grow

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