The Impact of SMAs and Direct Investing on the Asset Management Value Chain

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Separately Managed Accounts (SMAs) are not a new concept. But recent advancements in technology and rising investor expectations are pushing these capabilities into the mainstream. What was once reserved for private wealth clients is now within reach for a broader swath of investors. In this blog, we explore why interest is growing, the operational complexity […]

Video Series: Modernizing Investment Accounting

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At FundGuard, we’re building the next generation of investment accounting technology—and rethinking what’s possible for asset managers and servicers along the way. This video series brings you closer to the people and ideas behind the platform, featuring short takes on the challenges, breakthroughs, and lessons we’ve picked up on the journey. Whether it’s navigating IBOR […]

Top Five Challenges Facing Investment Accounting

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Investment accounting remains under immense pressure to modernize to meet increased demands. Traditional systems are falling short, leaving fund administrators and asset managers constrained by outdated technology that cannot keep pace with operational demands or rising investor expectations. From manual workflows to growing cybersecurity risks, the cracks are showing and the urgency for change is […]

Transforming the Software Testing Process

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Share on facebook Share on twitter Share on linkedin How can FundGuard’s new era approach to migration and upgrades transform your software testing process? In this blog, FundGuard’s Diane McLoughlin and Erika Alter discuss the shift from traditional, exhaustive software testing to FundGuard’s innovative Blue/Green deployment strategy. As Diane will explain: By focusing on real-world […]