The portfolio management software for TradFi and Crypto live in under 60 days.
PMS, OMS, and risk in one dual-native system — no bolt-on crypto module, no six-figure setup, no quarters-long rollout. Built and run by former portfolio managers, risk officers, and middle-office operators.
Funds Serviced
500+
Integrations
120+
Go-live
< 60d
AUM
$4.2B
24H PnL
+$8.42M
Recon match
99.97%
Bitcoin
POS-442-99 · Fireblocks
$64,128.40
+2.41%
Ethereum
POS-118-22 · Anchorage
$3,421.15
-1.12%
S&P 500 ETF
EQ-US-SPY · Goldman PB
$512.44
+0.18%
US Treasuries 10Y
FI-USTB-10 · BNY Mellon
98.74
-0.04%
Built different. Priced different.
No long IT projects. No upfront costs. No bolt-on complexity. HedgeGuard matches its onboarding and pricing to your fund's growth — built, priced, and supported by practitioners who've run portfolios, not just shipped software.
| HedgeGuard | Legacy alternatives | |
|---|---|---|
| Go-live speed | < 60 days | 6+ months |
| Setup costs | $0 upfront | $20K–$100K+ |
| Architecture | Crypto-native, multi-asset | Bolt-on solutions |
| Pricing model | Pay-as-you-scale | Big upfront contracts |
| Team background | Former PMs, risk officers, middle office | Software vendors |
| Support model | White-glove + middle office | Self-service only |
Built for your starting point.
Whether you're standing up a new fund, escaping legacy systems, or bringing digital assets in-house — HedgeGuard meets you where you are.
Launching a new fund?
Deploy a turnkey PMS — modular, secure, and fast to roll out. Accelerate launch with dedicated order management, native crypto functionality, and advanced integration options for TradFi and DeFi.
Still stuck with legacy systems?
Move your organization into the digital age. Leave behind legacy platforms and unlock real-time tracking, automated processes, and data-driven reporting on a cloud-based, highly modular platform.
Need crypto & TradFi in one platform?
HedgeGuard delivers dual-native portfolio management — traditional and digital asset strategies within a unified platform. Eliminate bolt-ons: every asset class, every portfolio, one solution.
One book of record for every asset class.
HedgeGuard is a fully integrated Portfolio Management Software (PMS), Order Management System (OMS), and risk engine with real-time and historical NAV, role-based dashboards, and allocator-ready reporting — deployable in weeks, not quarters.
The platform organizes positions by strategy, sector, or asset class, and calculates exposure, P&L, and NAV in real time across equities, fixed income, FX, derivatives, and digital assets on a single book of record. Integrated compliance and trade management connect your front, middle, and back office to external counterparties without spreadsheets in between. The outcomes are concrete: faster closes, fewer breaks, cleaner handoffs across trading, operations, and risk.
HedgeGuard is configurable and modular — it organizes data by strategy, sector, or asset class and much more. Choosing the right portfolio management software is a key decision for any organization prioritizing scalable investment management, flexible platform features, and seamless integration. Leverage real-time exposure calculation, position management, automated NAV tracking, and detailed reporting dashboards. Integrated compliance and trade management bring together all required processes, so you maximize the value of every investment and connect with external counterparties — all in one portfolio management platform built for asset management organizations.
From asset allocation to operational execution, benefit from advanced portfolio optimization features and reporting capabilities designed to align your portfolio management with strategic business objectives. The outcomes are concrete: faster closes, fewer breaks, and cleaner handoffs across trading, operations, and risk.
All-in-one tools for TradFi & digital assets.
Modular architecture for portfolio management, execution, reconciliation, and investor reporting — engineered for the operational complexity of multi-asset, multi-strategy firms.
Portfolio Management Software
Consolidated portfolio view, real-time & historical NAV tracking, organizational analytics and strategic dashboards for superior investment portfolio management.
Order Management System
FIX-based execution, smart order routing, and seamless portfolio compliance management. Every investment workflow — from trading to allocation — gains efficiency.
Crypto Portfolio Management Software
Native management of digital asset portfolios. Monitor performance, track returns, and drive outcomes with reporting, collaboration and automated reconciliation.
Risk & Compliance
VaR, stress testing, custom risk metrics, and real-time compliance dashboards built into the platform — keeping your business agile, secure, and always compliant.
Integrations
Unified connectivity to TradFi, CeFi and DeFi: banking, custodians and brokers; centralized exchanges and market makers; decentralized platforms and smart contracts.
Reconciliations
Automated tri-party reconciliation across custodians, prime brokers, and on-chain wallets — with the audit trail and evidence logging institutional operations demand.
Where traditional finance meets digital assets.
Most legacy systems weren't built for digital assets. Most crypto-native tools fail audit. HedgeGuard handles both, with institutional rigor on both sides of the book.
- Equities, fixed income, FX, futures, options
- Spot crypto across CEX & DEX venues
- Perpetuals, options, structured products
- Staking, LP positions, DeFi yield
- Qualified custody integrations (Fireblocks, Anchorage, Copper, BitGo)
Trade
OMS execution
Capture
PMS book of record
Reconcile
Tri-party match
Report
Investors & ops
Latency
< 50ms
Auto-match
99.97%
Automatic
DR failover
Engineered for institutional allocators.
Your middle office, staffed.
Scale your fund without adding headcount. A dedicated HedgeGuard ops team operates the platform on your behalf — handling trade capture, reconciliation, NAV oversight, and investor reporting under your brand.
Middle office services →Trade capture
T+0
Real-time ingest from venues, custodians, and prime brokers.
Reconciliation
99.97%
Match rate across positions, cash, and economic terms.
NAV oversight
Daily
Shadow accounting in parallel to your fund administrator.
Investor reports
Monthly
Branded statements and allocator-ready packs.
Client Testimonials
HedgeGuard has enabled us to focus on generating investment performance rather than managing operational complexity
Selma Sekkat · CEO, Evarinvest
With HedgeGuard we feel confident in our daily business thanks to efficient processes, right figures and a team we can rely on as an extension of ours.
Catherine Berjal · CEO/CIO, CIAM
HedgeGuard brought a unique combination of Portfolio Management Software and outsourced middle-office services that perfectly complements our operations
Edwin de Trederne · CEO, Alphacap Digital Asset Management
Portfolio & investment team success.
Ready to power your portfolio management plan?
Book your tailored demo and discover how our portfolio management tools and platform can transform your investment business, empower your team, and deliver measurable results across all investment projects.