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HedgeGuard

Investment portfolio management system

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HedgeGuard Pricing, Features, Reviews and Alternatives

HedgeGuard product overview

Price starts from

No info

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).

Key benefits of using 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Phone Support
    Email/Help Desk

    Training options

    Documentation
    Live Online
    In Person
    Webinars

    HedgeGuard pricing information

    Value for money

    4.9

    /5

    8

    Price starts from

    No info

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    HedgeGuard features

    Functionality

    4.3

    /5

    8
    Total Features51 3 categories

    Most valued features by users

    Reporting & Statistics
    API
    Compliance Management
    Data Import/Export
    Alerts/Notifications
    Audit Trail
    Real Time Reporting
    Real Time Data

    Functionality contenders

    HedgeGuard users reviews

    Overall rating

    4.6

    /5

    8

    Positive reviews

    100%

    Write a review
    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.88/10
    Rating distribution

    5

    4

    3

    2

    1

    5

    3

    0

    0

    0

    Overall rating contenders

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    A very handy customized trading and portfolio monitoring tool

    Reviewed 2 years ago

    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)

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Great PMS

    Reviewed 2 years ago

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7/10

    Share this review:

    Erasmus Gestion

    Reviewed 2 years ago

    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

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

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

    Reviewed 2 years ago

    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,...

    Cons

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

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    Good System with Good People

    Reviewed 2 years ago

    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.

    HedgeGuard FAQs and common questions

    HedgeGuard has the following pricing plans:
    Pricing model: Subscription


    HedgeGuard has the following typical customers:
    Freelancers, Mid Size Business, Small Business


    HedgeGuard supports the following languages:
    English


    Yes, HedgeGuard has an API available for use.


    HedgeGuard offers the following support options:
    Phone Support, Email/Help Desk

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