SMART INVESTMENT FUNDS OPERATIONS AT THE SPEED OF LIGHT

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
For

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
For

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
For

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

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

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

Reduce Total Cost of Ownership

Eliminate need for hardware procurement, 3rd party licenses, multiple vendors, install, test, maintain, upgrade

Increase sales

Increase sales

Support new financial products, new regulations, single transaction multi book, real time financials, and new technologies

AUTOMATED NAV CONTINGENCY AND OVERSIGHT

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. INVESTMENT FUNDS TECHNOLOGY FOR THE DIGITAL AGE