NextGen Investors and the Asset Management Value Chain
Share on facebook Share on twitter Share on linkedin Last month Ignites cited a study by Deloitte, FNZ and ThoughtLab Group – and sponsored by Amazon Web Services and Genesys – which found that members of Gen Y and Gen Z are “especially likely to switch financial services firms for better digital applications, platforms and […]
Insights from the ALFI Global Asset Management Conference
Share on facebook Share on twitter Share on linkedin Recently, FundGuard’s Antony Slee and Ravi Patel attended the ALFI Global Asset Management Conference. Among the hundreds of attendees at the Luxembourg-based conference were not just asset managers but also an array of vendors and service providers, all gathered to discuss the future of asset management. […]
State Street-backed fintech to double Boston headcount with $100M
FUNDGUARD CLOSES $100M SERIES C FUNDING ROUND
Share on facebook Share on twitter Share on linkedin Round Led by Key1 Capital, with Euclidean Capital and Hamilton Lane Joining Previous Investors to Accelerate New Product Capabilities and Further Expand Company’s Market Reach NEW YORK, LONDON – March 25, 2024. FundGuard, the industry’s first fully cloud-native, AI-powered, multi-asset class investment accounting platform for […]
Video: Sixty Years of Investment Fund Accounting and Technology – A Timeline
In recognition of the 100-year anniversary of the first open-end mutual fund, the FundGuard team has created a corresponding video timeline depicting the history of technology and investment fund accounting software. While the rise of supporting technology and eventual fund accounting software dates back only as far as the 1960s, it is still a storied […]
100 Years of Mutual Funds: A Century of Investment Innovation and the Evolution of Technology
Share on facebook Share on twitter Share on linkedin On March 21, 1924 – 100 years ago today – MFS created the first open-end mutual fund with redeemable shares, marking the inception of a revolutionary approach to collective investment that would democratize access to the stock markets for individual investors. This transformative concept has […]
FundGuard x FTF Exchange: Ops Needs an Accounting & Data Warehouse Paradigm Shift
Share on facebook Share on twitter Share on linkedin Following is a recap of the FTF Exchange Podcast, featuring FundGuard’s Kirk Littleton, released on February 22, 2024 and now streaming via FTF, Apple and Spotify.The traditional approach to cross-enterprise investment operations needs an upgrade, and the path starts with investment accounting. Recently, FundGuard’s Kirk […]
Towards a Next-Generation Target Operating Model
Share on facebook Share on twitter Share on linkedin Thomas Eikrem, Managing Director EMEA, Fencore A CTO colleague of mine made the following remark last year: “We are moving away from, ‘If it works today, don’t break it’ to, ‘Just because it works today, it doesn’t mean it will work tomorrow.’” Indeed, Investment […]
Dispatch from ICI Innovate: We’ve Got Work to Do
Share on facebook Share on twitter Share on linkedin By Erika Alter, Marketing Director, FundGuard Last week Team FundGuard traveled to San Diego for the ICI Innovate Conference, which brought together operations, tech and service providers from across the U.S. asset management space to discuss the latest trends shaping the future of the funds industry. […]
The Tech-Forward Future of Asset Management in EMEA
Share on facebook Share on twitter Share on linkedin By Antony Slee, Sales Director, FundGuard In September 2023 we opened our London office and welcomed our new EMEA team, including Ravi Patel, Pre-Sales Director, and Antony Slee, FundGuard Sales Director. Since then, Antony and Ravi have been actively engaged in discussions with our clients, partners […]
RFPs and Technology Transformation: Are You Asking the Right Questions?
Share on facebook Share on twitter Share on linkedin As outlined in our year-end Surprises and Predictions post, 2023 was a year of discovery, with firms realizing the evolutionary power of innovative technologies and coming forward to present their own clear paths to transformation. As FundGuard President John Lehner stated, “This surprisingly rapid acceleration – […]
Investment Accounting and Middle Office Modernization
Share on facebook Share on twitter Share on linkedin A Q&A with FundGuard’s Alan Schneider 2024 is under way and it’s time for the asset management industry to knock down its final data silos. The middle office has become overrun with clunky, outdated technologies, creating unnecessary, inefficient redundancies, introducing errors, and still barely […]
The Best Possible Investment Accounting Software
Share on facebook Share on twitter Share on linkedin FundGuard’s Erika Alter, Marketing Director, in Conversation with Reese Lucas, Product and Pre-Sales Director When I joined FundGuard two years ago, one of the first people I met was our Product and Pre-Sales Director, Reese Lucas. I had never before heard anyone talk about investment accounting […]
Surprises and Predictions: Year-End POVs from the FundGuard Team
Share on facebook Share on twitter Share on linkedin As we prepare for our journey into the new year, the FundGuard team has been taking stock of 2023, while casting our sights forward to 2024 with enthusiasm and readiness. For this final blog of the year, we are pleased to share what our diverse […]
FundGuard News & Insights: Our Top 5 Most Read Blogs of 2023
Share on facebook Share on twitter Share on linkedin It’s nearly 2024! Where did the time go? It has been a good year here at FundGuard. Innovation, business development, and collaboration have defined 2023 and we’d like to start by thanking you, our dedicated readers, along with our many experts who have contributed to our […]
23 Top Takeaways from FundGuard’s 2023 Insights Blog
Share on facebook Share on twitter Share on linkedin As 2023 comes to a close, we are looking back at insights from the FundGuard team and reflecting on the industry’s ongoing digital evolution and technology transformation. This week we invite you to take a look at our 23 top takeaways from FundGuard’s 2023 thought […]
Investment Accounting Technology: A call to Action for Fund Boards
Share on facebook Share on twitter Share on linkedin Excerpt from Kirk Littleton’s original Viewpoints article published by Fund Board Views on November 13, 2023. The world of mutual funds has witnessed a dramatic evolution since the first open-ended fund appeared in 1924. Now, nearly a century later, the funds industry is a diversified ecosystem […]
Immutability and FundGuard’s Data Model
Share on facebook Share on twitter Share on linkedin “How does FundGuard maintain processed data?” This is one of the frequent questions we get from prospective clients during discovery calls and RFP processes. The question relates to the critical data used to track changing values of portfolio, cash, and general ledger information. The simple answer […]
GenAI: A FinTech Art Director’s POV
Share on facebook Share on twitter Share on linkedin As a transformative brand in the asset management space, FundGuard strives to innovate and delight in all that we do. This extends to our thought leadership content and related promotions. With Generative AI (GenAI) at the forefront of creative technologies, we thought it would be fun […]
Tech Talk: FundGuard Test Center
Share on facebook Share on twitter Share on linkedin If you’ve been following our weekly FundGuard Insights blog (thank you), then you are likely aware that a best practice approach to DevOps is fundamental to our software development process and is an approach to which we are quite dedicated. At FundGuard, DevOps isn’t just a […]
Data Aggregation is Not Enough When it Comes to Investment Accounting
Share on facebook Facebook Share on twitter Twitter Share on linkedin Linkedin Share on facebook Share on twitter Share on linkedin “Data is king.” -Quoth everyone, everywhere This isn’t a new concept, and it is true across every part of the industry, particularly in the asset management space where the sheer breadth, depth and volume […]
Investment Management Operations in the New Cloud-Native Era
FundGuard Team Insights from our Time on the 2023 Conference Scene We have entered the last quarter of 2023, and it is peak event season for the financial services community. FundGuard’s team has a dozen events behind us so far this year, and another half dozen ahead before the year ends. As we’ve travelled around […]
FMI and the Role of ABOR in Post Trade Processes
This recent Post Trade Survey from NASDAQ and ValueExchange (VX) looks at the most pressing priorities for global Financial Market Infrastructure (FMI) systems as they navigate an increasingly volatile and changing business environment. The survey cites some eye opening stats around the tech “legacy issue” across the FMI ecosystem, which encompasses exchanges, clearing houses, broker-dealers […]
Investment Accounting: A Crucial Component of the Modern Front-Office
A FundGuard Q&A with Alan Schneider, Partnership Sales Director In the asset management industry’s pursuit of digital transformation, many organizations have prioritized investments in front-office technology. Yet, new front-office technology will only go so far if the same effort is not put into the back and middle office systems that are feeding information across the […]
FUNDGUARD OPENS LONDON OFFICE AND ANNOUNCES STRATEGIC HIRES
Global Footprint Continues to Expand as FundGuard Brings its Transformative Investment Accounting Platform to the European Market LONDON, NEW YORK, and TEL AVIV — September 18, 2023 — FundGuard, the AI-powered, cloud-native SaaS investment accounting platform, has announced the establishment of their London office, complemented by strategic commercial appointments. This global expansion will amplify FundGuard’s […]
The Slow Death of Legacy Mainframe and Client Server Investment Accounting Software
By Kirk Littleton, Sales Director and Investment Accounting Veteran, FundGuard In the modern world of computing, there’s a certain kind of software that’s dying a slow death: It’s the legacy mainframe and client server investment accounting software that many asset managers and fund administrators have relied upon for decades. And the cause of this slow […]
FundGuard News and Insights: Top Five Hottest Blogs of the Summer
The hot and hazy days of summer are coming to an end in the Northern Hemisphere, but there’s still some time left to get in a few last beach reads before sweater weather is upon us. In that spirit, we’ve compiled these top five most-read FundGuard blogs of the summer. Not a beach person? No […]
Here’s What You Need to Know: SEC’s Impending Cybersecurity Rules for Registered Investment Advisers and Funds
On February 9, 2022 the SEC proposed new cybersecurity rules for Investment Advisers and Funds, and just last week an article in Ignites suggested that the SEC is on the cusp of finalizing the rule – perhaps sooner than anticipated. According to Ignites, legal experts and compliance consultants predict that the recent approval of a […]
All-In-One Investment Accounting: The Case for Consolidation
By Kirk Littleton, Funds Industry Veteran and Sales Director, FundGuard I recently posed a question to ChatGPT, Siri, and Alexa: “What are the riskiest words in business?” Each responded, “We’ve always done it this way.” In the nearly 100 years since the first open-ended fund was launched in 1924, the funds industry has […]
FundGuard Partner Integrations: Powering Performance Measurement
Part 3 of our Integration Ecosystem Q&A with Alan Schneider, Partnership Sales Director, FundGuard “Truly transformative, almost futuristic.” That’s how a recent and insighful Citisoft report describes the ongoing changes to the performance management space — and we agree that while seemingly futuristic, key advancements to performance measurement are not so far off. Today’s financial […]
Modern Organizations Need a Zero Trust Approach to Security; Here’s Why.
Originally published on July 27, 2023 via the Finextra Blog. Tackling fraud in the modern era takes more than just a secure login process. Accelerated by the global pandemic in 2020, organizations around the globe have shifted their business models to be more digitally oriented. Employees can work remotely from the comfort of their […]
5 Key Considerations for T+1 Settlement from an Investment Accounting Perspective
On February 15, 2023, the Securities and Exchange Commission (SEC) adopted rule amendments to shorten the standard settlement cycle for most broker-dealer transactions from two business days after the trade date (“T+2”) to one business day after the trade date (“T+1”). With transition set to take effect on May 28, 2024, the move has sparked […]
Tech Talk: Contextualizing AI and Machine Learning for Investment Accounting
In this latest post from the FundGuard Tech Talk series, our CTO Yaniv Zecharya answers and shines a light on the application of artificial intelligence and machine learning to enhance investment accounting operations. How is Artificial Intelligence Used in Investment Accounting? FG: We’ve been hearing the terms artificial intelligence and machine learning (AI and ML) […]
Case Study: Ultimus & FundGuard, Delivering an Enhanced Contingent NAV Solution
Introduction Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, middle office, and investor solutions to support the servicing of mutual funds, ETFs, retail alternative funds such as tender offer and interval funds, private funds, and public plans. Their deep commitment to excellence is evident in their investments in best-in-class technology, compliance […]
Partnering with FundGuard: Creating the Ideal Source of Change for Order Management Systems
The FundGuard Integration Ecosystem Q&A Part 2 with FundGuard’s Alan Schneider Is FundGuard’s Partnership Ecosystem the Key to Improved Front Office Results? In the pre-cloud era of asset management, organizations had only two real options for investment accounting. Build a complex in-house system, or, create a web of vendors offering highly specialized integrations designed […]
If You Build It, They Will Come
As FundGuard celebrates our five-year anniversary, Lior Yogev, CEO & Co-Founder reflects on the company’s growth and our promising future. It has been five years since we officially launched FundGuard, and I have had the pleasure this week of bringing the entire FundGuard team to Tel Aviv to celebrate our accomplishments and plan for […]
Video: A Future of Finance Interview with John Lehner
“Ever-rising asset values have allowed managers to largely ignore shrinking fees, rising costs, failed outsourcing and offshoring arrangements and a long-term secular trend from high margin active investment strategies to low-margin passive alternatives. But now a combination of rising interest rates, the reversal of quantitative easing and geopolitical and market uncertainties have exposed a fragile […]
ICI Leadership Summit Recap: Uncertain Times, Investor Focus and the Power of Cloud Technology
The FundGuard team spent a few days in Washington D.C. last week, attending the ICI Leadership Summit. This was the second year for the Leadership Summit, and it did not disappoint. The dynamic lineup of speakers delivered diverse and thought-provoking ideas for how the industry can navigate current and future state challenges and opportunities. Consistently […]
FundGuard Tech Talk: The Benefits of Multi-Tenant Software
In this latest post from our FundGuard Tech Talk series, our CTO, Yaniv Zecharya, talks about multi-tenant software architecture and the related capabilities. What is Multi-Tenant Software? FG: In our recent Partnership Ecosystem discussion, the topic of multi-tenant software came up briefly. Can you give us a more in-depth definition of what multi-tenant means […]
The FundGuard Integration Ecosystem: Partnering to Deliver the New Era Investment Accounting Utility
Q&A with FundGuard’s Alan Schneider, Partnership Sales Director Fueled by the drive toward true cross-enterprise digitalization, the asset management industry is evolving far beyond the scope of legacy technology. As this evolution continues to accelerate at an incredible rate, firms are focusing on how digitalization can drive fundamental change to help increase alpha, reduce risk […]
NoSQL Databases and the Evolution of Investment Accounting Operations
By Peter Muldoon, Product Strategy Director, FundGuard When performing crucial investment accounting tasks, generating accurate, up-to-date information is paramount. Maybe not a very bold opening statement, but it has to be said. Afterall, if it’s not accurate then it is really not accounting data. The more challenging part of this statement is the up-to-date […]
John Lehner, FundGuard President, inducted into Global Custodian Hall of Fame
At a ceremony in London on May 3, 2023, Global Custodian revealed the newest Legends to be inducted into the prestigious GC Hall of Fame, and we are proud to announce that John Lehner, President, was among the inductees. As Global Custodian commented, “Our Legends represent the very best that the securities services industry has […]
Smarter, Better, Faster Part 3: Multi-Book Investment Accounting
We’ve made it to the end of Kirk Littleton’s Smarter, Better, Faster series on investment accounting, which can only mean one thing — it’s time to talk solutions. So far, Kirk has covered the two key factors impacting investment accounting today — the need to manufacture rather than aggregate data to achieve a real-time overview […]
Combatting Cloud Concentration Risk with a Multi-Cloud Approach
For global financial services organizations, cloud services present tremendously beneficial solutions for improving business processes, streamlining software development and enhancing productivity. As our previous blogs have underscored, cloud-native SaaS-based applications are designed, developed and deployed with cybersecurity and business continuity in mind, and they are quickly, easily and automatically patched and updated to stay ahead […]
Defining the Operating Model of the Future – 2023 InvestOps U.S. Takeaways
It has been a week since the FundGuard team returned from the InvestOps US conference in Orlando, and we are still buzzing from an energetic week of discussion, debate and networking with a record number of attendees. Digitalization, Transformation and Cloud Technology were top of mind on every panel, and we were heartened to find […]
SEC Proposed Rules on Cybersecurity
SEC Proposed Rules on Cybersecurity Note: This blog was originally published to Finextra on March 28, 2023 On March 15th, 2023, the U.S. Securities and Exchange Commission (SEC) released a new proposal to address cybersecurity risks to the U.S. securities markets. From the surface, having greater regulation regarding cybersecurity would certainly benefit investors, issuers and […]
Smarter, Better, Faster Part 2: The Problem with “Best-of-Breed”
Welcome back to our three-part series: Smarter, Better, and Faster Investment Accounting, authored by Kirk Littleton. To achieve a smarter, better, and faster accounting system, investment firms need an approach that recognizes the vital importance of both technical innovation and human collaboration. In part one of this series, Kirk dove into how investment accounting can […]
Confluence and FundGuard Partner to Streamline Fund Reporting
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform. The partnership will combine functionality from Confluence’s fund administration platform Unity™ and Revolution, its suite of asset management performance and risk, […]
Real-Time Investment Accounting Data: A Single Source of Truth
In his interview with Citisoft late last year, John Lehner discussed why legacy approaches to digitalization in asset management are no longer viable solutions – likening many of today’s top down digitalization models to a carpenter trying to build a new house from the roof down. As John explained, many firms today have created new […]
Cloud-Enabled vs. Cloud-Native – Know the Difference
“Cloud-native” is the latest software catchphrase — but how many companies actually deserve the label? The title of “cloud-native” is not an easy one to earn. To be truly cloud-native is to have all of your applications, development environments and other core software capabilities originate within the cloud. While countless companies claim the cloud-native title, […]
SIX and FundGuard Partner to Enable Integrated Data Access in Investment Accounting
SIX, the global financial information provider, today announced its partnership with FundGuard, the cloud native and multi-asset class investment accounting platform to deliver global pricing, market and reference data to asset managers, asset owners, and asset servicers. The partnership allows SIX and FundGuard clients in common to embrace the new data economy with agile technology […]
FundGuard Tech Talk: Dispelling the Myths About Frequent Software Updates
Recently, we published an article on leveraging blue-green deployment for investment accounting and the benefits of more frequent software updates. And while the article addressed the value of blue-green software deployment, it perhaps did not answer one of the most frequently asked questions that we receive specific to FundGuard’s approach: Do I need to adhere […]
Smarter, Better, Faster Investment Accounting: A 3-Part Series
Smarter, Better, Faster Investment Accounting: A 3-Part Series As investment firms continue to rapidly embrace a digital-first approach to business, so too must they and their administrators implement more efficient front to middle to back office operations. Data is undoubtedly a key component in this growing sophistication, as investment and asset managers need a more […]
FundGuard Wins Best Back/Middle Office Tech Provider at the Fund Intelligence Operations and Services Awards
NEW YORK, BOSTON and TEL AVIV — February 22, 2023 — FundGuard, the AI-powered, cloud-native SaaS investment accounting platform, today announced they have been named Best Back/Middle Office Tech Provider at the Fund Intelligence Operations and Services Awards. Organized by With Intelligence, these awards “recognize and reward fund service providers who have demonstrated exceptional client service, […]
Cloud Natives + Blue-Green Deployment = Next Evolution of Investment Accounting
In today’s fast-paced, digital age, time to market is key to enabling sophisticated, cross-business operations, delivering a differentiated customer experience and supporting increased regulatory oversight. Yet, many financial services firms find this impossible to achieve, as they are bottlenecked by inefficient and siloed processes for software and technology testing. From having to test an entire […]
No Cloudwashing
CLOUD-WASH-ING /clowdwashiNG/ verb Conveying misleading information about cloud technology capabilities to persuade organizations into thinking that a provider’s SaaS offering is truly cloud native.Truly cloud-native software is a pure SaaS offering developed exclusively for and in the cloud. It significantly reduces time to market for new functionality, delivers better data and analytics, enables seamless integration […]
New Year, New Look: Introducing FundGuard’s Evolved Brand Design
It is with great excitement that we introduce FundGuard’s new brand design and launch our new website. Both have been refreshed to reflect FundGuard’s growth in the market, our expanded product offering, and the crystallization of our mission to facilitate safe and efficient asset growth for all investors. “Along with purpose, differentiation has to be the […]
FundGuard x AWS: Delivering Cloud-Native Fund and Investment Accounting Solutions
FundGuard’s all-in-one investment accounting, fund accounting, and contingency Net Asset Value (NAV) solution is playing a central role in facilitating the asset management industry’s journey to the cloud. Powered by AWS, FundGuard transforms the way in which the industry manages workflows, ever-increasing data volumes and evolving requirements from customers and regulators for business continuity, transparency […]
Introducing FundGuard Investment Accounting in State Street Alpha(SM)
Bruce J. Feibel, CFA, John Lehner and Lior Yogev discuss how FundGuard and State Street Alpha empower clients with a cloud-native, multi-book fund and investment accounting solution. Watch our video series to learn more about how our partnership helps enable next-gen investment accounting and harnesses AI for anomaly detection in their accounting engine.
FundGuard Named “Tomorrow’s Top Growth Company” by Qumra Capital during Calcalist’s Mind the Tech NY 2022
NEW YORK AND TEL AVIV – September 15, 2022 – FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, today announced that they have been 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. “We are proud to receive this […]
Industry Veteran Greg Farrington Joins the FundGuard Sales Team
NEW YORK, BOSTON and TEL AVIV — September 6, 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. Farrington brings nearly three decades of financial services and enterprise software sales experience to FundGuard’s seasoned […]
FundGuard Highlights Key Growth Milestones
NEW YORK, BOSTON and TEL AVIV — July 19, 2022 — FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, 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 […]
Fund Investment Management, Cybersecurity and the Cloud – What You Need to Know and the Questions you Should be Asking
What implications does a move to the cloud have for cybersecurity? How can organizations feel secure with a fully cloud-native approach for our highly regulated, data intensive industry? Why are on-premises technology solutions ineffective at maintaining the necessary level of security against cybercriminals? Should organizations take a middle-ground approach or a transition that’s more gradual? […]
The Enhancement and Standardization of Climate-Related Disclosures for Investors
FundGuard’s Comment to the SEC re: The Enhancement and Standardization of Climate-Related Disclosures for Investors Vanessa Countryman, SecretarySecurities and Exchange Commission100 F Street, NEWashington, DC 20549-0609 Re: File No: S7-10-22, The Enhancement and Standardization of Climate-Related Disclosures for Investors Dear Secretary: We welcome this opportunity to comment on the Security and Exchange Commission’s […]
Video: The Digitalization of Front Office Technology
John Lehner, President, FundGuard discusses our vision for an entirely new ecosystem, one in which workflow processes, data and decision-making are improved as a result of integrated digital strategies supported by data-native, cloud-native and future proofed systems. Watch John’s May 10th interview with Emma Walden during the IMpower|FundForum conference.
Ultimus Partners with FundGuard to Provide a Technology-Driven NAV Contingency Solution
Enhancing Its Fund Administration Offering for Investment Managers Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service tech-enabled fund administration, accounting, middle office and investor solutions to traditional and alternative fund managers, continues to invest in technology driven solutions, offering its investment manager clients an enhanced contingent NAV (net asset value) solution utilizing […]
Investment Management Platform FundGuard Closes $40 Million Series B Funding
Citi and State Street join initial investors to drive FundGuard’s AI and cloud-powered global asset servicing platform NEW YORK, BOSTON and TEL AVIV — April 19, 2022 — FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, announced today that it has closed a $40 million Series B funding round. The investment round […]
The Unburdened System: Throwing off the Old to Make Way for the New
It’s no secret that the fund management industry is burdened by legacy technology, much of it more than 30 years old, that simply can’t do what is needed today. John Lehner, President, FundGuard | 3.24.2022 Data volumes have grown beyond our wildest expectations, regulatory changes have been far-reaching and hugely impactful, new asset classes have […]
John Lehner, Former State Street and BNY Mellon Executive, Joins FundGuard as President
Lehner to support global clients and product teams working to transform investment management and asset servicing industry through the use of AI and cloud-native platforms NEW YORK AND BOSTON AND TEL AVIV, ISRAEL (PRWEB) OCTOBER 07, 2021 FundGuard, the AI-powered investment management and asset servicing enterprise SaaS platform, continues its accelerated growth […]
Digital Transformation in the Asset Sector is Long Overdue
John Lehner, President, FundGuard Every now and again there’s a massive technology transformation, requiring all of us to make a huge leap. The creation of the iPhone and the subsequent, almost universal shift to smartphones, is an excellent example. However, what’s often not well understood is that the creation and development of the technology […]
NAV Resiliency: What Should Fund Boards be Asking?
By Kirk Littleton, FundGuard 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. Overall, most funds and their service providers have implemented adequate programs to address traditional system outages—primarily […]
Series A: FundGuard Raise $12 Million to Help Manage Assets with AI
Kyle Wiggers@Kyle_L_Wiggers FundGuard, an AI-powered software-as-a-service investment management platform,today announced that it closed a $12 million funding round. The investment will spur product development to support existing partnerships, FundGuard says, in addition to helping to meet demand from alternative funds and insurers. AI is increasingly being used to manage assets toward the goal of maximizing returns […]
Q&A: Artificial Intelligence in the Funds Industry
“Artificial Intelligence in the Funds Industry”, Fund Board Views, http://fundboardviews.com/Content_Premium/Q-A-artificial-intelligence.aspx
Celent Report: “An Eye on NAV Tools for Oversight and Contingency”
“An eye on NAV tools for oversight and contingency”, Celent, https://go.celent.com/coronavirus/capital-markets/an-eye-on-nav-tools-for-oversight-and-contingency
JP Morgan Former Executive Back FundGuard’s Next Generation Asset Management Platform
FundGuard Announces General Availability of Flagship SaaS NAV Product NEWS PROVIDED BYFundGuard → NEW YORK, Nov. 6, 2019 /PRNewswire/ — FundGuard, a provider of a SaaS investment funds operating system powered by artificial intelligence (AI), today announced the availability of its Contingency and Oversight NAV (Net Asset Value) product following a testing period with several large banks […]
FundGuard Secured $4 Million in Seed Funding
FundGuard Launches Investment Management SaaS Platform and Secures $4 Million in Seed Funding World’s first artificial intelligence powered cloud platform to bring investment funds technologyout of the “digital ice age”. NEWS PROVIDED BY FundGuard → NEW YORK, Oct. 18, 2018 /PRNewswire/ — FundGuard, a cloud-based investment funds operating system powered by AI and designed to revolutionize the […]
