A unique asset management platform.
Integrated. Comprehensive. Smart.
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Find out how Guardian enables your company to achieve maximum operational efficiency
Guardian Platform
Where finance gets smart
Guardian offers portfolio management across multiple custodian banks, advanced functions to support the management team, order routing, automated operations for back- and middle-office, risk management, compliance & reporting, CRM and master-data management — including a report generator. This is Guardian software.
Connections with custodian banks
Advanced portfolio management functions
Order routing module
Risk Management
Back Office & middle office
Compliance & automatic reporting to regulators
KYC, CRM and digital document storage
Report Generator
Technical specification
Server installation
Guardian Server is a cross-platform system (Windows Server or Linux), which can be installed in the cloud, delivered as Software-as-a-Service (SaaS), deployed on physical servers at the client’s IT infrastructure, or provided via hosting.
Data security and encryption
Guardian is based on a SQL database. You can define different levels of access security, using a VPN, one-time passwords (OTP), and two-factor authentication. Sensitive information is stored in an encrypted database to ensure the highest levels of security.
Interconnections
Dedicated interfaces for the automatic import and processing of any data flow (SWIFT, XLS, CSV, TXT, FIX) received from custodian banks, brokers or other counterparties — and for the creation of outbound flows via API/REST, SFTP or other formats required by the client.
User profiling
For each user, you can define specific menu functions that may be viewed, the group of portfolios the user may access, and permissions limited to data consultation, data entry and/or data modification.
Automatic updates
New versions of the software are released occasionally and automatically via an SFTP connection between the Swiss Rev SA central server and the Guardian servers of the various clients, without any manual intervention by your IT.
Certifications
The Guardian Platform is periodically reviewed by leading auditing firms, which have verified and certified that it is fully compliant with European MiFID II and Swiss regulations (LS ErFi/LS Fin).
Multi-language application
The user can choose to interact with the software interface in English, Italian, French, German and Spanish.
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