HedgeGuard

HedgeGuard

Investment portfolio management system

(6 reviews)

HedgeGuard Overview

Our portfolio management system is designed for asset managers, fund managers, family officers or crypto-funds managers. HedgeGuard front-to-back software solution, includes a position keeping module, reporting capabilities alongside order management, risk management, and compliance management tools. It also supports additional services including middle-office outsourcing and virtual desktop infrastructure (VDI).

HedgeGuard’s position keeping tools enable users to calculate their fund’s net asset value as well as manage their exposure and track their profit and loss (P&L) in real time. HedgeGuard’s position keeping tools include an online investment book of records, real-time exposure calculations, and shadow NAV (Net Asset Valuation) for multi-share class funds. With customizable portfolio views, users can organize their portfolio according to strategy, sector or asset class.

HedgeGuard’s order management system allows users to manage orders across several funds at the same time. With HedgeGuard’s order management capabilities, users can also create and route orders through Bloomberg EMSX, manage pre-trade and post-trade compliance checks, plus facilitate order simulation and multi-portfolio modeling. Real-time risk management technology including risk reports and stress-tests allow users to monitor and evaluate portfolio risks like VaR (value at risk).

Incorporating multi-level audit functionality and a customizable compliance rule builder, HedgeGuard enables users to determine the rules of their fund, while ensuring that users meet the requirements of financial regulators. HedgeGuard’s reporting module allows users to create and present accurate information to regulators and investors.

Pricing

Starting from
US$1 400,00/month
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

Europe, United States

Supported Languages

English

HedgeGuard Reviews

Overall rating
0/5
100% positive reviews
5
Excellent
1
Very good
0
Average
0
Poor
0
Terrible
Guillaume D.

HedgeGuard brought a unique combination of PMS and middle-office services that perfectly complements

Used Daily for 2+ years
Reviewed on 2019/08/20
Review Source: Capterra

HedgeGuard has been a longstanding partner since the very beginning of the Metori adventure. Beyond the technical solutions brought by HedgeGuard, we engaged as we felt you shared common values and specifically a DNA centered around advanced technology.
HedgeGuard teams are highly motivated, responsive and agile. Our partner constantly demonstrates an ability to address specific requirements. For instance, we expressed needs to implement views in transparency mode or specific in-house compliance rules which were integrated seamlessly into the solution. Working with HedgeGuard also means to exchange with experts who work hand-in-hand with us as we grow.

Pros

First of all, it is important to understand how HedgeGuard solutions fit into our organization. We use HedgeGuard PMS and specifically for book-keeping, monitoring of NAVs and post-trade compliance rules. HedgeGuard also provide aggregated views of all the data related to our trading operations which makes our processes much simpler. This way, thanks to HedgeGuard, we offload a he quantity of processing, manipulation and consolidation tasks. In order to achieve this, HedgeGuard specialists are involved on a daily basis on our operations.
The complete set-up proposed by HedgeGuard translates into significant gains in terms of productivity for us. Working with HedgeGuard also means having access to an expertise over the whole workflow and also being able to size operations in line with our business requirements.

Cons

Nothing in particular! We have been happy with the solution provided from day 1.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Chris E.

Good System with Good People

Used Daily for 2+ years
Reviewed on 2019/09/03
Review Source: Capterra

My experience with them was very positive and we were happy to have chosen them as our PMS provider.

Pros

I would say that one of the core strengths of HedgeGuard’s system is its flexibility and ease of use. Our portfolio managers were particularly fond of their excel-like interface and the configuration capabilities. On the operations side, the workflow was seamless and pretty easy to follow, that being said we made use of their outsourced middle office service which for a small fund like us was very helpful. The fact that their own middle office team (which I can’t speak highly enough of) also uses the same PMS does show as they have developed some good automation/counterpart connectivity.

Cons

The only slight concern I would raise is HedgeGuard’s risk system which could be stronger but for a firm such as ours, you could easily use the BBG Port system as a workaround.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jad C.

Great PMS

Used Daily for 2+ years
Reviewed on 2019/10/02
Review Source: Capterra

Great company with a great product

Pros

It’s efficient, stable and integrates well with my other softwares (Microsoft, SQL, etc.)

Cons

Nothing really, everything was on point.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Ludovic S.

A very handy customized trading and portfolio monitoring tool

Used Daily for 2+ years
Reviewed on 2019/08/16
Review Source: Capterra

We've been an early adopter of Hedgeguard solution so we've started with beta versions. After numerous upgrades and a full configuration, Hedgeguard is now a fast, reliable and user-friendly software.

Pros

- Tailor made software that perfectly fits all our requirements
- Excel interface so you work in a familiar environment
- Dedicated team that managed to integrate all our needs in the API, from simple vizualisation preference to auto export in Bloomberg PORT...

Cons

- Need time to set up perfectly
- Previous version were a bit slow (now it's satisfactory)

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Andrea R.

One of the best

Used Daily for 1-5 months
Reviewed on 2019/08/14
Review Source: Capterra

Pros

This software fills all our needs (VL, NAV, daily snapshot, etc) and the team behind it is very
professional.

Cons

All the features are not ready yet but it is already amazing.

Response from HedgeGuard

Hi Andrea,

Thank you for your review.

All the features are being replicated on the new full-web version that we are hoping to release in production soon; that said, they are all currently available on our desktop application currently used by over hundred funds.

Best regards,

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

HedgeGuard Pricing

Starting from
US$1 400,00/month
Pricing options
Free Trial
Subscription

We provide 3 levels of offerings, starting from $1,400 (Essential package), without implementation fees.
Contact HedgeGuard directly for detailed pricing information.

HedgeGuard Features

  • API
  • Auditing
  • Compliance Management
  • Real Time Data
  • Reporting & Statistics

  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Automatic Notifications
  • Billing & Invoicing
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Third Party Integration
  • Workflow Management

Additional information for HedgeGuard

Key features of HedgeGuard

  • Application security
  • Automated execution
  • Compliance checks on a pre-trade & post-trade mode
  • Compliance management
  • Compliance monitoring
  • Custom query support
  • Customisable compliance rule builder
  • Customizable portfolio views
  • Exposures management
  • Investment book of records management
  • Investor reporting
  • Multi-level audit functionality
  • Multi-portfolio modeling
  • Order allocation management
  • Order management
  • Order routing through Bloomberg EMSX
  • Order simulation
  • P&L tracking
  • Performance analysis
  • Portfolio aggregation
  • Portfolio analysis
  • Portfolio drill-down capabilities
  • Portfolio management
  • Profit / loss calculation
  • Real-time alerts
  • Real-time contribution analysis
  • Real-time data
  • Real-time notifications
  • Real-time tracking
  • Reconciliations
  • Reporting templates
  • Risk management
  • Risk monitoring
  • Risk reports
  • Shadow NAV for multi-share class funds
  • Stress-tests
  • Trade simulation

Benefits

  • Manage exposures, track profit & loss, and calculate the fund’s net asset value in real-time using HedgeGuard’s position keeping tools such as the investment book of records and automated exposure calculations.

  • Generate risk reports or run stress-tests in order to monitor portfolio risks accurately and effectively.

  • Manage orders across several funds at the same time using HedgeGuard’s fully-integrated order management system.

  • Users can determine the rules framework of their fund using HedgeGuard’s customizable compliance rule builder.

  • Consolidate and present important information to regulators and investors with HedgeGuard's reporting capabilities.

  • HedgeGuard FAQs

    Below are some frequently asked questions for HedgeGuard.

    Q. What type of pricing plans does HedgeGuard offer?

    HedgeGuard offers the following pricing plans:

    Starting from: US$1 400,00/month

    Pricing model: Subscription

    Free Trial: Available

    We provide 3 levels of offerings, starting from $1,400 (Essential package), without implementation fees.
    Contact HedgeGuard directly for detailed pricing information.

    Q. What are the main features of HedgeGuard?

    HedgeGuard offers the following features:

    • Application security
    • Automated execution
    • Compliance checks on a pre-trade & post-trade mode
    • Compliance management
    • Compliance monitoring
    • Custom query support
    • Customisable compliance rule builder
    • Customizable portfolio views
    • Exposures management
    • Investment book of records management
    • Investor reporting
    • Multi-level audit functionality
    • Multi-portfolio modeling
    • Order allocation management
    • Order management
    • Order routing through Bloomberg EMSX
    • Order simulation
    • P&L tracking
    • Performance analysis
    • Portfolio aggregation
    • Portfolio analysis
    • Portfolio drill-down capabilities
    • Portfolio management
    • Profit / loss calculation
    • Real-time alerts
    • Real-time contribution analysis
    • Real-time data
    • Real-time notifications
    • Real-time tracking
    • Reconciliations
    • Reporting templates
    • Risk management
    • Risk monitoring
    • Risk reports
    • Shadow NAV for multi-share class funds
    • Stress-tests
    • Trade simulation

    Q. Who are the typical users of HedgeGuard?

    HedgeGuard has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does HedgeGuard support?

    HedgeGuard supports the following languages:

    English

    Q. What type of pricing plans does HedgeGuard offer?

    HedgeGuard has the following pricing plans:

    Subscription

    Q. Does HedgeGuard support mobile devices?

    We do not have any information about what devices HedgeGuard supports

    Q. What other apps does HedgeGuard integrate with?

    We do not have any information about what integrations HedgeGuard has

    Q. What level of support does HedgeGuard offer?

    HedgeGuard offers the following support options:

    Online Support, Phone Support