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    Guardian Software
    A unique asset management solution for investments funds and private portfolios.

    What is Guardian Software?
    Guardian is a portfolio management system that offers comprehensive support to such activities as asset management, automatic flows with custodian banks, advanced portfolio management, risk management, back and middle office activities, and report generation. A scalable, customizable all-in-one solution: this is Guardian Software.
    Who uses Guardian Software?
    Guardian Software is the ideal solution for asset managers of private clients, funds (SICAVs, hedge funds,SIF) or both, who are seeking an advanced solution to support all the most important functions in asset management.
    Why use Guardian Software?
    The Guardian Software is the result of over sixteen years of development, constantly evolving in step with the latest technologies, highly flexible and customizable to meet and exceed our customers’ needs. All users in your company will work with the same software, the same interface, and a single database for maximum efficiency, automation and quality.
    Key characteristics
    A single software that allows efficient and automated management of all your business activities.

    Automatic connections with custodian banks
    Through automatic connections with custodian banks, you will receive every day on your Guardian Server the position of all the portfolios (NAV for funds) and transactions recorded by the Bank in T-1.
    Portfolio management functions
    Advanced functions and processes to support the managers’ analyses and management activities, with an intuitive, high-performance interface, and with depth of information and analysis.

    Order routing module
    Electronic submission of orders directly to brokers via FIX or other protocol for maximum security and speed of execution.
    Risk management
    Real-time checks on all regulatory and discretionary limits for your portfolios, with advanced pre- and post-compliance testing reports and risk analysis.

    Report generator
    Wide range of reports available to the user, with the possibility to customize them according to specific needs.
    Back and middle office module
    Complete digitization of all operations to ensure the highest level of automation and efficiency.

    Compliance & CRM module
    Management of all portfolio-related information and documents.

     

    YOUR PORTFOLIOS ON ALL DEVICES

    You can monitor the performance of your portfolios wherever you are, and allow your clients access to view their portfolios.
    CLIENT COUNTRIES
     
    BILLIONS OF AUM MANAGED WITH OUR SOFTWARE
    FOUNDATION YEAR
     
    AVERAGE AGE OF OUR TEAM