FundGuard revolutionizes investment funds technology with a next generation AI-powered platform.
FundGuard is a cloud-based enterprise operating platform for asset managers, asset owners, custodian banks and fund administrators to manage investments across mutual funds and ETFs, alternatives, insurance, and pension.
THIS IS YOUR BUSINESS, YOUR DATA. TRANSFORMED.
Digital from the core. Now you can automate work patterns, identify unstructured financial and operational anomalies, deliver game changing efficiencies, and create a transparent and intelligent investment administration enterprise.
ASSET MANAGERS
Fulfill your fiduciary responsibility to maintain business continuity and protect your funds’ proprietary and most critical data and valuation from core archaic systems failure and cyber attacks
CUSTODIANS
Automate investments finance and operations to unparalleled efficiency levels, while providing the ultimate control environment to avoid and remediate costly financial errors or potential fraud, and allowing real time full data transparency to asset managers and investors
FUND ADMINISTRATORS
Automated Contingency and Oversight NAV platform to protect your clients’ proprietary and most critical data and valuation. The only fully automated and financially accurate solution to overcome downtime of your investment record keeping system due to technical failures or cyber attacks
INVESTMENT FUNDS TECHNOLOGY RENAISSANCE. DIGITAL AND SaaS FROM THE CORE
REAL TIME
Full fund positions, valuation, accounts, cashflow
Multi dimension
Single trade - multiple books including 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
ALL THE BENEFITS
No matter the type of fund or asset, FundGuard continually aggregates and normalizes all financial and market data.
You can analyze and visualize your data to make more informed investment decisions.
INCREASE OPERATIONAL EFFICIENCY
10x step-up using real time multi dimension design, artificial intelligence powered anomaly detection, and streamlined collaborative and intuitive workflows
Reduce Total Cost of Ownership
Eliminate need for hardware procurement, 3rd party licenses, multiple vendors, install, test, maintain, upgrade
Increase sales
Support new financial products, new regulations, single transaction multi book, real time financials, and new technologies
AUTOMATED NAV CONTINGENCY AND OVERSIGHT
Unparalleled and fully automated NAV Contingency solution to protect your funds’ proprietary and most critical data and valuation. Overcome long downtimes caused by technical failures or cyber attacks
FUNDGUARD TALKS
Recent news and events
NAV resiliency: What should fund boards be asking?
September 09, 2021
NAV resiliency: What should fund boards be asking?
Much has been written about cybersecurity and the measures that mutual fund boards should take to ensure that their fund shareholders’ information and assets are protected in the event of a system outage or cyberattack.