HedgeGuard - 2026 Pricing, Features, Reviews & Alternatives

Our portfolio management system is built for hedge funds, asset managers, family offices and crypto-native funds — firms running from one fund to a dozen, usually with a small operations team.

HedgeGuard is a front-to-back platform combining a portfolio management system (PMS), an order management system (OMS) and a risk and compliance engine, with optional outsourced middle-office services.

What it covers

Positions and valuations across equities, fixed income, funds, FX, listed and OTC derivatives, and digital assets including spot crypto, perpetuals, options and staked positions. Trades are captured from your venues and custodians, priced from documented sources, and reconciled against custodian and administrator records on a continuous cycle.

NAV is calculated at fund and share-class level from a shadow book, then reconciled against your fund administrator's official NAV before publication, with variances flagged and attributed.

The OMS handles order raising, pre-trade compliance, FIX routing and allocation across funds and share classes. Risk covers VaR, stress testing and exposure monitoring.

Why dual-native matters

Most platforms added crypto as a third-party module, which leaves a fund with two books, two valuation cycles and two reconciliation streams to reconcile against each other before it can report at all.

HedgeGuard holds traditional and digital assets in the same book of record, valued and reconciled on the same daily cycle. A hybrid fund produces one NAV, one break queue and one investor report.

Software and operations together

The same platform can be run by your team or run for you. HedgeGuard's middle-office team handles trade capture, reconciliation, NAV oversight and investor reporting as an extension of your fund — so a small firm can present the operational infrastructure allocators expect without hiring an operations function first, and bring that work in-house later on the same platform.

Deployment and support

A new fund starting from a clean sheet typically goes live in 30 days, a migration including historical data in 60, and a full deployment with third-party integrations in 90. Your existing system stays live until you have signed off on reconciled numbers.

Every client has a named contact who knows their fund structure. HedgeGuard was built by ex-buyside professionals — portfolio managers, risk officers and middle-office operators.

Security and data

Client data is hosted on EU-only infrastructure with AES-256 encryption at rest, TLS 1.3 in transit, role-based access control and continuous security monitoring. A SOC 2 Type II report is available under NDA.

Who it suits less well

Funds running high-frequency or heavily algorithmic execution usually keep a specialist EMS alongside HedgeGuard rather than replacing it. HedgeGuard also does not replace your fund administrator — it runs shadow accounting in parallel and reconciles against their official NAV.