Guardian Platform
A unique asset management platform.
Integrated. Complete. Smart.

↓  Discover more

We are a Fintech company based in Switzerland

with twenty years of experience in creating software

for the financial sector.

 

 

Discover our global support solution for your individual and collective asset management needs: the GUARDIAN wealth management platform.

Guardian
Guardian dashboard

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.

 

 


A scalable,
customizable
all-in-one solution


 

DISCOVER GUARDIAN PLATFORM
Would you like to make the most of your work?
Start now to enhance your potential with Guardian.


REQUEST A DEMO

Key benefits

Complete Functional coverage of all areas of activity concerning investments
Maximum automation Simplify work, reduce manual tasks and maximize the operational efficiency of your management company
Scalable Modules can be activated according to your needs in order to have your optimal configuration
Flexible Maximum flexibility, from the configuration of users based on the profile and permissisons to the generation of completely customized reports
Detailed analysis Thanks to twenty years of development, Guardian offers various reports and analysis to satisfy even the most complex needs
Fully Compliant To European and Swiss regulations (MiFiD II, LSerFi, LSfin, UCITS & AIMFD)
Adaptable Optimized for any device, multi-platform (Windows, Ios, Linux), multilingual, installable in Cloud, SaS or server of the client company
Dedicated Help desk A dedicated team to support all our clients

Swiss-Rev in short

20+
Years of software development
100+
Satisfied clients
7
Nationalities of client companies
80+
Billions of assets under management handled with our platform
36
Average age of our team
60+
Depositary banks connected to our software

Would you like more information?
We organise a demo

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