At this year’s InvestOps USA, Kirk Littleton, Business Director at FundGuard, discussed what’s holding back transformation in investment accounting, and how firms can move forward with confidence.
You can watch the full video here, but following are a few of the highlights.
Legacy tech isn’t just clunky. It’s built around outdated assumptions: that different books of record need different systems, that multi-asset means multiple modules, and that the best you can hope for is another workaround.
But as Kirk explains, FundGuard takes a different approach. By enabling a unified accounting infrastructure that’s both cloud-native and AI-powered, FundGuard lets asset managers and servicers operate in real time, across all books and asset types, without compromising on control or accuracy.
One of the biggest hurdles to transformation? The perception that modernizing investment accounting means ripping out everything at once. Kirk challenges that idea, emphasizing that firms can adopt new capabilities incrementally, based on their own timelines and priorities.
Whether it’s standing up a modern IBOR, enabling real-time data access, or preparing for AI-readiness, the key is flexibility. FundGuard supports firms wherever they are on the transformation journey without forcing a wholesale overhaul on day one.
Yes, there are cost savings and scalability benefits. But the bigger value comes from enabling the business to move faster with confidence.
When investment teams, compliance, and clients can all rely on the same real-time data, it’s not just accounting that improves. It’s decision-making, service delivery, and time-to-market.
Watch the full interview with Kirk Littleton
👉 FundGuard Analysis: InvestOps USA Interview
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