A unique asset management platform.
Integrated. Comprehensive. Smart.
Discover more
We are a Swiss Fintech company
with over twenty years of experience developing software
for the financial sector.
Discover our global solution supporting both individual and collective asset management needs: the GUARDIAN wealth management platform.
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
Find out how Guardian enables your company to achieve maximum operational efficiency
Would you like to make the most of your work?
Enhance your potential with Guardian – start now.
Enhance your potential with Guardian – start now.
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 permissions 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
with European and Swiss regulations (MiFiD II, LSerFi, LSfin, UCITS & AIMFD)
Adaptable
Optimized for any device, multi-platform (Windows, iOS, Linux), multilingual, installable in the Cloud, as SasS or on the client company's server.
Dedicated support team
A dedicated team to support all our clients
Swiss-Rev in short
20+
Years of software development
Years of software development
100+
Satisfied clients
Satisfied clients
7
Nationalities of client companies
Nationalities of client companies
80+
Billions of assets under management handled with our platform
Billions of assets under management handled with our platform
36
Average age of our team
Average age of our team
60+
Depositary banks connected to our software
Depositary banks connected to our software
Would you like more information?
We organise a demo
""
1