Industry Veteran Greg Farrington Joins the FundGuard Sales Team

Puzzle Pieces

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

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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

Cybersecurity

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

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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 Interview

https://www.youtube.com/watch?v=lbez5sf_uwg 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

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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 […]

Investment Management Platform FundGuard Closes $40 Million Series B Funding

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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 […]

John Lehner, Former State Street and BNY Mellon Executive, Joins FundGuard as President

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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

Digital Fingerprint

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 […]