AI Insights From FundGuard, Part II: What’s Possible when AI meets Always-on Investment Accounting?
In Part II of our “AI Insights” series, Peter Muldoon, Product Strategy Director at FundGuard, discusses how AI could transform investment accounting and how it intersects with the broader shifts happening across operations, technology, and risk management. AI has quickly become part of the investment accounting conversation, but much of the discussion is still […]
AI Insights From FundGuard: A Conversation with Our CTO and VP of R&D
As AI reshapes industries worldwide, fund accounting is embracing its transformative potential. At FundGuard, we are exploring how AI can create a low-touch fund accounting experience while maintaining the necessary accuracy and control that teams need. To get a better picture of where we’re headed, FundGuard’s co-founders, Yaniv Zecharya, CTO, and Uri Katz, VP of […]
RBC Investor Services and FundGuard Awarded Fund Services Partnership of the Year by Global Custodian
RBC Investor Services (RBCIS) and FundGuard were awarded “Fund Services Partnership of the Year” at the 2025 Global Custodian Industry Leaders Awards, held in NYC on November 20, 2025. The recognition reflects the work both teams have put into RBCIS’s new derivatives platform, powered by FundGuard’s cloud-native accounting engine, delivering stronger processing, clearer reporting and […]
The Front Office Pushback on Outdated Tech Stacks
What Front Office Teams Really Need and Common Mistakes Being Made The front office has long been the face of innovation in asset management, but in recent years, that narrative has started to shift. As investors become more vocal about what they expect from their asset managers, front office teams are feeling the pressure and […]
Defining Your IBOR North Star: One Platform, Many Interpretations
Every industry has its guiding myths. For investment operations, IBOR has been one of the industry’s North Stars. A single, trusted, real-time source of truth, pointing the way to consistency and operational harmony. But not everyone is looking at the same star. In the first blog of our North Star series, we explored […]
Chasing the IBOR North Star: Are We Any Closer?
The industry has long looked to IBOR as its guiding star. It’s the solution that promises real time transparency, front-to-back data consistency, and the flexibility needed for increasingly complex portfolios. The idea has always been compelling. A single, reliable source of investment data that keeps teams in sync. But as various industry professionals have […]
Rethinking Transformation in Investment Management: Insights from Our Webinar with Meradia
The pressure to modernize investment operations has never been greater. But too often, transformation gets reduced to upgrading technology without addressing the structural problems underneath. In partnership with Meradia, we hosted a webinar to examine what true modernization looks like: moving beyond duplication and reconciliation toward unified data, flexible platforms, and long-term resilience. Top Takeaways […]
The Future of the Back Office: What’s Driving its Evolution? And Where is it Headed?
Following our London Roundtable on ‘The Future of the Back Office’ in July with participants from some of the region’s leading asset management firms, FundGuard’s Antony Slee, Director of Sales, EMEA, and Chris Mills, Managing Director at Citisoft, sat down to discuss the key themes and insights captured during the discussion. The focus of […]
Don’t Just Replace Your Legacy Technology – Rethink Your Operations
A conversation with John Reilly, Customer Onboarding Director at FundGuard, and Chris Cassara, Senior Manager at Meradia. As investment operations face growing complexity, replacing legacy technology is only one piece of the puzzle. Achieving real and long-lasting transformation requires a holistic approach, bringing together the right platform, people, and processes. To unpack what this looks […]
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 […]
The Impact of SMAs and Direct Investing on the Asset Management Value Chain
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
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
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
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 […]