SWISS Finance & Property Group (SFP Group), a Swiss asset manager, is preparing for continuous development with complete transformation of the investment management platform that utilizes SAAS platform solutions from Broadridge Financial Solutions, Inc. (Nyse: br).
According to the agreement, Broadridge will provide the SFP Group the fully integrated investment management solutions platform, including commercial and execution management, portfolio management, before trade, risk management, mid -range work and registration.
Implementation also includes Swift services and monitoring of Broadridge settlement, while performance measurement and portfolio simulation capabilities will be fueled by the Confluence Revolution, a Broadridge strategic partner to analyze performance.
“Technology plays a vital role in our strategic map, as we continue to escalate the award -winning asset management company,” said Nicolas Di Maggio, CEO of Swiss Finance & Property AG. “Broadridge provides us with the integrated platform that will evolve with the future that will evolve with our business and allow us to enhance business durability and the smartest, more agile decision -making. Our doubts about growth and arrangements ”.
The basics of the application include a seamless integration between trade management tools and Broadridge execution management, providing a rational experience for managers and portfolio traders. The Broadridge platform also provides an inherent solution to long -term reference challenges through Broadridge Automation Trade and Transaction technology, eliminating manual alternatives and mitigation of operating and compliance. Enhanced connectivity to both the six Swiss exchanges and the BX Swiss will improve the efficiency of the settlements, while built -in regulatory controls and supervisory tools support attaching to the evolving Switzerland’s Finma requirements for external assignment, risk -resistant risk.
“Our commitment to the SFP team highlights the growing demand by global asset management management for future -related technology, which seamlessly connects the front, middle and back office,” said Mike Sleightholme, head of assets. “We are proud of the technology and businesses of the SFP Group with innovative solutions based on our deep experience – enhancing danger controls, accelerate digital transformation and allowing to be scalable, reflecting our commitment to help the managers of assets and assist. Operational Excellence. “
The SFP Group conducted a comprehensive multi -year -old Model Model Evaluation with the aim of replacing old -fashioned portfolio management systems with advanced infrastructure to support its growing activity. Broadridge’s integrated front-to-back platform will integrate workflows and data in all transactions, portfolio management, risk, functions and compliance groups-removing manual processes, improving transparency and activation scale.