WE ARE COMMITTED TO YOUR SUCCESS

We are here to provide you an excellent experience using FundGuard and realizing maximum efficiencies. From your intuitive and fast initial onboarding, through placing additional business on FundGuard, and throughout your daily use of our platform, we partner with you to make sure you are able to realize all the benefits from using our investment funds operating system.
 
Help us shape the product roadmap and benefit from rapid and rich monthly upgrades with fully automated tests that are running your funds and data. Leverage our video-based training and rich documentation to become a FundGuard expert.
We provide full transparency release notes and automated test results.

Onboarding

Onboarding

We are committed to helping you successfully transition onto FundGuard. FundGuard’s intuitive setup wizard is designed to have your first fund live within a day. The setup wizard streamlines your historical data onboarding, organization setup, and funds settings elections to suit your specific business needs.

Day to Day Support

Day to Day Support

FundGuard’s dedicated product support team are experts in investment funds operations and will guide you on using FundGuard optimally to realize maximum efficiencies. Our robust processes and latest client management tools enable us to provide context based, high quality, rapid and fully transparent support.

Resources

Resources

Our Product roadmap is geared to make you successful. We are a SaaS product company which means you never pay for developments but we really want to hear your suggestions! We provide full transparency release notes and automated test results. And our video-based training and rich documentation empower you to become a FundGuard expert as much as you need.

Onboarding

Onboarding

We are committed to helping you successfully transition onto FundGuard. FundGuard’s intuitive setup wizard is designed to have your first fund live within a day. The setup wizard streamlines your historical data onboarding, organization setup, and funds settings elections to suit your specific business needs.

Onboarding wizard capabilities:
  • Customize new customer organization environment, including user groups, user roles and permissions, fund groups, and sharing model 
  • Onboard historical and latest data from various sources, including fund holdings and general ledger, trades, subscriptions and redemptions, and market data
  • Choose which market connectors to use from out of the box adapters such as Bloomberg, Thomson Reuters, IDC, and Nasdaq
  • Make Fund elections around accounting parameters, business rules, reports sets, and data distribution
  • Automated parallel processing and deep reconciliation support to verify accurate processing
  • If needed, we can support project-based engagements over an extended period of time
Day to Day Support

Day to Day Support

FundGuard’s dedicated product support team are experts in investment funds operations and will guide you on using FundGuard optimally to realize maximum efficiencies. Our robust processes and latest client management tools enable us to provide context based, high quality, rapid and fully transparent support.

  • Customer support: Address any issue and support your SLAs
  • New business: Support onboarding and creation of new additional funds
  • Sandbox: log in to your test site, add your specific automated tests, develop your new services and reports
Resources

Resources

Our Product roadmap is geared to make you successful. We are a SaaS product company which means you never pay for developments but we really want to hear your suggestions! We provide full transparency release notes and automated test results. And our video-based training and rich documentation empower you to become a FundGuard expert as much as you need.

Full transparency, extensive useful training, and influence the product roadmap - log in to our customer support portal:

  • Product requests: Submit product questions or enhancement requests for our Product review
  • Training and help: Use our Video Online Training, Help Documentation, and blog
  • Trust Center: Release Notes, Automated Tests Log, and shared Customer Q&A