HedgeGuard Pricing, Features, Reviews & Comparison of Alternatives

HedgeGuard

Investment portfolio management system

4.63/5 (8 reviews)

HedgeGuard overview

What is 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.
www.hedgeguard.com

Pricing

Starting from
$1400/month
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Europe

Supported languages

English
HedgeGuard screenshotHedgeGuard PresentationHedgeGuard screenshotHedgeGuard screenshotHedgeguard | Portfolio Management Software | Middle Office Services | Cloud Technology

HedgeGuard reviews

Excellent
5

Very good
3

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.9
  4.2
  4.6
  4.9
Ludovic Sylvestre, CFA

A very handy customized trading and portfolio monitoring tool

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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Jad Comair

Great PMS

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Carlo VIRZI

Erasmus Gestion

Used daily for 2+ years
Reviewed 2019-09-03
Review Source: Capterra

Expérience dans la durée, de qualité

Pros
Produit adapté à la taille de notre entreprise. Devenu relativement stable. Lien naturel avec le middle assuré par Hedgeguard

Cons
Besoin d'évolution vers des accès nomades. Nouvelles fonctionnalités à développer

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Guillaume Dermer

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

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 8/10

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Chris Egbunike

Good System with Good People

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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HedgeGuard pricing

Starting from
$1400/month
Pricing options
Free trial
Subscription
View Pricing Plans

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
Compliance Management
Real Time Data
Reporting & Statistics

Accounting Integration (161 other apps)
Accounting Management (178 other apps)
Activity Dashboard (223 other apps)
Audit Trail (130 other apps)
Automatic Notifications (166 other apps)
Billing & Invoicing (184 other apps)
Customizable Reporting (166 other apps)
Data Import/Export (176 other apps)
Electronic Payments (170 other apps)
Expense Tracking (162 other apps)
Financial Analysis (129 other apps)
Invoice Management (233 other apps)
Invoice Processing (149 other apps)
Multi-Currency (162 other apps)
Third Party Integration (206 other apps)
Workflow Management (149 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for HedgeGuard

Key features of HedgeGuard

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

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.