About HedgeGuard

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.

Key benefits of HedgeGuard

  • 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.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

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    HedgeGuard video
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    Features

    Total features of HedgeGuard: 17

    • API
    • Auditing
    • Bank Reconciliation
    • Compliance Management
    • Monitoring
    • Order Management
    • Performance Management
    • Portfolio Management
    • Profit / Loss Statement
    • Real Time Data
    • Real Time Monitoring
    • Real Time Notifications
    • Records Management
    • Reporting & Statistics
    • Risk Alerts
    • Risk Assessment
    • Template Management

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    Reviews

    Overall rating

    4,6 /5
    (8)
    Value for Money
    4,9/5
    Features
    4,3/5
    Ease of Use
    4,6/5
    Customer Support
    4,9/5

    Already have HedgeGuard?

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    Showing 5 reviews of 8
    Ludovic S.
    Overall rating
    • Industry: Financial Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    A very handy customized trading and portfolio monitoring tool

    Reviewed on 2019/08/16

    We've been an early adopter of Hedgeguard solution so we've started with beta versions. After...

    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)

    Jad C.
    Overall rating
    • Industry: Financial Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great PMS

    Reviewed on 2019/10/02

    Great company with a great product

    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.

    Guillaume D.
    Overall rating
    • Industry: Financial Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

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

    Reviewed on 2019/08/20

    HedgeGuard has been a longstanding partner since the very beginning of the Metori adventure. Beyond...

    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.

    Chris E.
    Overall rating
    • Industry: Investment Management
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Good System with Good People

    Reviewed on 2019/09/03

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

    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.

    Cristiano C.
    Overall rating
    • Industry: Financial Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    User review

    Reviewed on 2019/10/21

    In our start up phase it greatly helped us getting things going on a relatively limited budget.

    In our start up phase it greatly helped us getting things going on a relatively limited budget.

    Pros

    Very easy to use and to integrate with our other software.

    Cons

    When new releases get distributed it takes some time to have no bugs.

    Showing 5 reviews of 8 Read all reviews

    HedgeGuard FAQs

    Below are some frequently asked questions for HedgeGuard.

    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.

    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

    HedgeGuard has the following typical customers:

    Small Business, Mid Size Business

    HedgeGuard supports the following languages:

    English

    We do not have any information about what devices HedgeGuard supports

    We do not have any information about what integrations HedgeGuard has

    HedgeGuard offers the following support options:

    Phone Support, Online Support

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