Swiss Finance & Property Group (SFP Group), a Swiss real estate asset manager, is preparing for continued growth with a full front-to-back transformation of its investment management technology platform leveraging SaaS platform solutions from Broadridge Financial Solutions, Inc. (NYSE:BR).
Under the agreement, Broadridge will provide SFP Group with its fully integrated platform of investment management solutions, including trade order and execution management, portfolio management, pre/post trade compliance, risk management, middle office operations, and regulatory transaction reporting.
The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for performance analytics.
“Technology plays a vital role in our strategic roadmap as we continue to scale our award-winning asset management business,” said Nicolas Di Maggio, CEO of Swiss Finance & Property AG. “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 elements of the implementation include seamless integration between Broadridge’s trade blotter and execution management tools, delivering a streamlined experience for portfolio managers and traders. The Broadridge platform also provides a native solution to long-standing regulatory reporting challenges through Broadridge’s message automation trade and transaction reporting technology, eliminating manual workarounds and mitigating operational and compliance risks. Enhanced connectivity to both the SIX Swiss Exchange and BX Swiss will improve settlement efficiency, while built-in regulatory controls and oversight tools support adherence to Switzerland’s evolving FINMA requirements for outsourcing, cyber risk, and operational resilience.
“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,” said Mike Sleightholme, Head of Asset Management and President of Broadridge International. “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 conducted a comprehensive multi-year target operating model evaluation with a goal of replacing legacy portfolio management and SWIFT infrastructure systems with advanced infrastructure to support its growing business. Broadridge’s integrated front-to-back platform will unify workflows and data across trading, portfolio management, risk, operations, and compliance teams—reducing manual processes, improving transparency, and enabling scale.
