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Portfolio Management System Implementation - HedgeGuard

Let’s build the right foundations together

Portfolio Management System implementation is a major undertaking which requires a method performed by a team of seasoned professionals.
At Hedgeguard, a standard implementation:
– lasts in average 6 weeks (from the kick-off meeting until the go live),
– is performed by a dedicated project team (usually composed of a project manager, a business analyst, a product specialist and a developer)
– follows a proven yet flexible process ensuring operational agility

Project Management

Once we have carefully validated your needs, we organize a kick-off meeting to define and share all the outlines of the project. Portfolio Management System implementation includes at least 5 steps: project framing and organization, IT and software setup, third parties connections,  reports listing and customization, training and support. Contact our experts to learn more about our implementation method!

Our shared project management tools

We have developed an effective project management method that we apply and adapt to all of our project. We are also convinced that by working in transparency, we can increase efficiency. That’s why we are sharing all the information related to the project with you thanks to shared management tools.

Process Tools


 Project management tools


Contact our experts

You are managing specific funds and you are wondering how we could implement our Portfolio Management System in your company ?