NEW GENERATION INVESTMENT MANAGEMENT AND ASSET SERVICING PLATFORM

FundGuard is driving a new era of investment management operations by disrupting legacy operating models with a front to back AI-powered, cloud-native, and multi-asset class operating platform for asset managers, asset owners, custodian banks and fund administrators.

Citi and State Street Invest and Partner with Investments Management Platform FundGuard

REAL-TIME, SINGLE SOURCE OF TRUTH.

Our technology existentially changes asset servicing to enable reduced fees and the ability to offer new and innovative products and services, including crypto-asset services, at scale, today and tomorrow.

FundGuard’s future-ready system is ever-evolving and updating to enable the innovation, service and experience your stakeholders are demanding now.

ASSET MANAGERS

ASSET MANAGERS

Differentiate with agility and resiliency in the face of ongoing industry transformation, new asset classes, and investor demand.

 ASSET SERVICERS & ADMINISTRATORS

ASSET SERVICERS & ADMINISTRATORS

Drive digitalization and reduce risk across front-to-back asset management services while delivering sophisticated, cross-segment operations automation and data insights.

 SOFTWARE & SERVICE PROVIDERS

SOFTWARE & SERVICE PROVIDERS

Transform your customers’ experience with enhanced, more integrated and future-forward offerings.

AI-POWERED, CLOUD NATIVE INVESTMENT FUNDS TECHNOLOGY

AI-POWERED, CLOUD NATIVE INVESTMENT FUNDS TECHNOLOGY

REAL TIME

Full fund positions, valuation, accounts, cashflow

Multi VIEWS

Single trade - multiple books incl. GAAP/Tax, ABOR/IBOR etc

Anomaly detection

Identify unstructured financial and operational exceptions

RECOMMENDATIONS

Automated exception resolution recommendations, SLA and severity based prioritization, and benchmarking

SMART OPERATIONS

Customize and build unique capabilities with Operations and Management dashboards

Workflows and collaboration

Customizable workflows, oversight, escalation, and contextual chats

SOFTWARE AS A SERVICE

Focus on your business – no hardware, third party licenses, upgrades, maintenance or required testing

Mobile Experience

Anytime, anywhere, any device or browser

UNLIMITED SCALABILITY, UNMATCHED PERFORMANCE

Add funds and users without impacting user experience

SECURE

Modern security practices

WHY FUNDGUARD?

Unburden yourself of obsolete technology, spend your time on innovation, customer service and the strategic activities that differentiate and grow your business.

SCALE FOR THE FUTURE

SCALE FOR THE FUTURE

Leverage our cloud native ABOR, IBOR and NAV Contingency solutions to mitigate the costs and risks of separate applications while boosting security, compliance and the ability to innovate and digitalize.

REDUCE TOTAL COST OF OWNERSHIP

REDUCE TOTAL COST OF OWNERSHIP

Deliver cost-efficient solutions by leveraging the savings of modern workflows, automation and the cloud.

UNPARALLED CUSTOMER EXPERIENCE

UNPARALLED CUSTOMER EXPERIENCE

Drive your digital strategy and customer experience with access to meaningful data in real time, while supporting new asset classes, new regulations, single transaction multi book, real time financials, APIs and new technologies.

ACCESS THE INDUSTRY HIVEMIND

ACCESS THE INDUSTRY HIVEMIND

Collaborate to move the industry forward instead of tackling new regulations and legislation alone.

FUNDGUARD. INVESTMENT FUNDS TECHNOLOGY FOR THE DIGITAL AGE

FUNDGUARD TALKS

Recent news and events

 

September 15, 2022
FundGuard selected by Qumra Capital as one of “Tomorrow’s Top Growth Companies” at Mind the Tech NYC, the industry’s leading tech and innovation conference.

Industry Veteran Greg Farrington Joins the FundGuard Sales Team

September 06, 2022
FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, announced today that former BNY Mellon and S&P sales leader, Greg Farrington has joined its global sales organization.

FundGuard Highlights Key Growth Milestones

July 19, 2022
FundGuard continues to drive rapid growth, more than doubling its global team across the U.S., Canada and Israel in the last 12 months, alongside significantly growing their platform and service offering, as well as the addition of key new strategic investors.