Pricing

Manage your financial portfolios with Mboum and Swiftask

Swiftask syncs your Mboum data for a consolidated view. Control your multiple investments from a single interface.

Result:

Gain strategic clarity and reduce time spent on manual asset consolidation.

The complexity of tracking multiple portfolios manually

Managing multiple financial portfolios is often hampered by scattered data. Between manual spreadsheet updates and fragmented sources, the risk of error is high and decision-making is slowed down.

Main negative impacts:

Data fragmentation: Financial information is scattered, making a global and accurate view of your actual performance impossible.
Manual reporting processes: Compiling Mboum data into your tracking tools consumes valuable time that should be allocated to strategic analysis.
Limited reactivity: Without automation, major market changes are not instantly reflected in your performance indicators.

Swiftask automates the retrieval and analysis of your Mboum data. You centralize your portfolios and receive actionable insights in real time.

BEFORE / AFTER

What changes with Swiftask

Traditional financial management

You manually download Mboum reports for each portfolio. You copy this data into Excel, adjust formulas, and attempt to create an overview, which is often obsolete by the next day.

Management with Swiftask

Your Swiftask agent queries the Mboum API continuously. Your dashboards update automatically. You receive intelligent alerts as soon as a threshold is reached on any of your portfolios.

Connect Mboum to Swiftask in 4 key steps

STEP 1 : Initialize your Swiftask agent

Create your finance-dedicated agent in the Swiftask interface. Define its monitoring objectives.

STEP 2 : Configure the Mboum integration

Securely integrate your Mboum API keys to allow Swiftask to read your portfolio data.

STEP 3 : Define your tracking rules

Configure key performance indicators (KPIs) and alert thresholds for each of your portfolios.

STEP 4 : Automate your reports

Schedule the sending of automatic summaries to your favorite communication channels.

Advanced features for your assets

The agent analyzes price variations, volumes, and historical trends provided by Mboum for each asset.

Target connector: The agent performs the right actions in mboum based on event context.
Automated actions: Automatic data consolidation, volatility alerts, performance report generation, multi-currency tracking, integration with your workflow tools.
Native governance: All data is processed with the highest level of confidentiality within your secure Swiftask workspace.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-mboum@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Operational benefits for your management

1. 360° consolidated view

Group all your portfolios under a single consistent data flow.

2. Massive time savings

Eliminate manual entry tasks and spreadsheet-related errors.

3. Data-driven decisions

Receive accurate and up-to-date analyses to adjust your investment strategies.

4. Proactive alerts

Be notified instantly of any significant movement on your assets.

5. Effortless scalability

Add new portfolios without complicating your daily management.

Data security and privacy

Swiftask applies enterprise-grade security standards for your mboum automations.

API key encryption: Your Mboum credentials are encrypted and protected against unauthorized access.
Strict access control: Define precise permissions for each member of your finance team.
Enhanced compliance: Swiftask adheres to the most demanding security standards to protect your financial data.
Environment isolation: Each workspace is completely isolated to guarantee the integrity of your portfolios.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your financial efficiency

Metric	Before	After
Reporting time	Several hours per week	A few seconds
Data accuracy	Risk of human error	Automated reliability
Market reactivity	One-day lag	Real-time
Operational cost	High (man-hours)	Optimized (SaaS)

Take action with mboum

Gain strategic clarity and reduce time spent on manual asset consolidation.