Swiss Finance & Property Group (SFP Group), a leading Swiss real estate asset manager with over $15bn in assets under management, is undergoing a full digital transformation of its investment management operations through Broadridge Financial Solutions.
The agreement marks a major step in modernising SFP Group’s front-to-back investment infrastructure using Broadridge’s SaaS-based technology.
As part of the collaboration, Broadridge will deliver its comprehensive suite of investment management solutions, encompassing trade order and execution management, portfolio management, compliance, risk management, middle-office operations, and regulatory transaction reporting.
The integration also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance analytics and portfolio simulation tools will be powered by Confluence’s Revolution platform, a Broadridge strategic partner.
Swiss Finance & Property AG CEO Nicolas Di Maggio said, “Technology plays a vital role in our strategic roadmap as we continue to scale our award-winning asset management business.
“Broadridge is providing us with the future-ready, integrated platform that will evolve with our business, and enable us to strengthen operational resilience, and smarter, more agile decision-making. This front to back operational and technology transformation is a foundational step in aligning our technology infrastructure with our long-term growth ambitions and regulatory commitments.”
Key components of the implementation include tight integration between Broadridge’s trade blotter and execution management tools, offering portfolio managers and traders a streamlined workflow.
The platform’s automation capabilities will also address long-standing regulatory reporting challenges, replacing manual processes with message automation to reduce compliance risks. Improved connectivity to SIX Swiss Exchange and BX Swiss will enhance trade settlement efficiency, while in-built regulatory controls will ensure compliance with evolving FINMA guidelines on outsourcing, cyber risk, and operational resilience.
Broadridge International head of asset management and president Mike Sleightholme said, “Our engagement with SFP Group underscores the growing demand from global asset managers for scalable, future-ready technology that seamlessly connects the front, middle, and back office.
“We’re proud to power SFP Group’s technology and operations modernization with innovative solutions grounded in our deep expertise – enhancing risk controls, accelerating digital transformation and enabling scalability. It reflects our commitment to helping asset managers transform with confidence so they can focus on alpha generation and achieve operational excellence.”
SFP Group’s decision follows a multi-year evaluation aimed at replacing legacy portfolio management and SWIFT infrastructure systems.
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