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

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

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

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

FUNDGUARD TALKS

Recent news and events

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

October 07, 2021
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

Digital Transformation in the Asset Sector is Long Overdue

October 07, 2021
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.

NAV resiliency: What should fund boards be asking?

September 09, 2021
NAV resiliency: What should fund boards be asking? 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.