HedgeGuard Features

HedgeGuard

Investment portfolio management system

4.63/5 (8 reviews)

HedgeGuard Feature Summary

  • 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

Competitor Feature Comparison

API
Account Reconciliation
Accounting Management
Audit Trail
Auditing
Bank Reconciliation
Benchmarking
Client Management
Compliance Management
Contact Management
Customizable Reporting
Data Import/Export
Document Management
Monitoring
Order Management
Performance Management
Portfolio Management
Profit / Loss Statement
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Records Management
Reporting & Statistics
Risk Alerts
Risk Assessment
Status Reporting
Template Management
Learn moreCompare App
API
Account Reconciliation
Accounting Management
Audit Trail
Auditing
Bank Reconciliation
Benchmarking
Client Management
Compliance Management
Contact Management
Customizable Reporting
Data Import/Export
Document Management
Monitoring
Order Management
Performance Management
Portfolio Management
Profit / Loss Statement
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Records Management
Reporting & Statistics
Risk Alerts
Risk Assessment
Status Reporting
Template Management
Visit WebsiteCompare App
API
Account Reconciliation
Accounting Management
Audit Trail
Auditing
Bank Reconciliation
Benchmarking
Client Management
Compliance Management
Contact Management
Customizable Reporting
Data Import/Export
Document Management
Monitoring
Order Management
Performance Management
Portfolio Management
Profit / Loss Statement
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Records Management
Reporting & Statistics
Risk Alerts
Risk Assessment
Status Reporting
Template Management
Visit WebsiteCompare App

HedgeGuard Feature Reviews

6 reviewers had the following to say about HedgeGuard's features:

Sylvie Chevillon

HedgeGuard Review

2019-04-29

Pros

A configurable portfolio management software, easy to use!

Cons

I didn't dislike anything in particular.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from HedgeGuard


Thank you for your review. We are glad you enjoyed our demo and are looking forward to working with you in the future.

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Ludovic Sylvestre, CFA

A very handy customized trading and portfolio monitoring tool

2019-08-16

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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CRISTIANO COMMITTERI

User review

2019-10-21

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Guillaume Dermer

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

2019-08-20

For instance, we expressed needs to implement views in transparency mode or specific in-house compliance rules which were integrated seamlessly into the solution.

Pros

We use HedgeGuard PMS and specifically for book-keeping, monitoring of NAVs and post-trade compliance rules.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Jad Comair

Great PMS

2019-10-02

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Chris Egbunike

Good System with Good People

2019-09-03

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

Pros

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.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more