Seven Years of FundGuard: Reflecting and Redefining the Future

Seven years ago, we launched FundGuard with a clear and bold ambition: to fundamentally redefine the foundation of investment accounting with transformative tech. Having spent decades prior collaborating with asset managers, custodians, and service providers, we recognized a critical truth: the technology underpinning the industry was not keeping pace with increasing complexity, regulatory demands, and investor expectations.

Instead of incrementally upgrading legacy systems, we envisioned a fresh approach: a cloud-native, API-first, AI-powered platform, designed from the ground up to meet the evolving needs of today’s asset management ecosystem. FundGuard was built on a modern, cloud-native and big data stack to eliminate batch processing bottlenecks, seamlessly support multiple books of record across all asset classes, investment products and jurisdictions, and deliver real-time, actionable investment accounting across the back, middle and front office. Our smart investment accounting system integrates AI, machine learning, and traditional statistical models to automate and enhance accuracy, reduce manual effort, and enable preemptive controls that transform accounting from a reactive process into a proactive one. 

Reflecting on our journey so far, we’re proud that our platform now powers accounting operations for some of the world’s leading and most tech-forward asset managers and servicers. Clients are using FundGuard to:

• Power ultra-low-touch automation for real-time shadow NAV monitoring and seamless failover, delivering greater operational resiliency and accuracy.
• Streamline NAV production and exception management with real-time data and embedded AI.
• Rapidly onboard new funds across jurisdictions, accelerating time to market.
• Replace legacy systems to improve transparency and reduce manual processes.
• Seamlessly integrate with upstream and downstream systems using open APIs.
• Launch entirely new capabilities, such as a derivatives processing platform for a global asset servicer leveraging our real-time data architecture.
  
  

Importantly, some of the world’s most established asset servicers and managers are designing their future-state operating models with FundGuard at the core. These are not simple technology replacements—they are foundational shifts driven by scalability, openness, and trust.

More than just technology, we’ve cultivated partnerships that extend beyond typical vendor relationships. Our teams collaborate closely with clients, aligning our solutions with their strategic goals to ensure meaningful and lasting operational transformation. We don’t do lift and shift. We co-design, implement, and optimize.

Looking ahead, the landscape is only becoming more dynamic. Institutional and retail investment lines continue to blur, demanding more sophisticated and scalable infrastructures. As investment strategies and fund structures evolve, we are seeing a clear need for platforms that can manage more data, more books, and more complexity without sacrificing control.

FundGuard remains committed to offering an open architecture, connecting the asset management ecosystem and enabling our clients to meet today’s challenges head-on—supporting innovation, scaling intelligently, and maintaining transparency and compliance at every step.

Our mission, rooted deeply in our founding vision, remains unchanged: empowering clients to adapt rapidly, innovate without sacrificing control, and thrive in a continuously evolving market. To our clients, partners, and dedicated team, thank you for joining us on this transformative journey. We’re proud of the milestones we’ve reached together and energized by the opportunities that lie ahead. Together, we are not just envisioning the future of investment operations—we are actively building it.

Join the transformation: fundguard.com/demo