Portfolio management software that goes live in under 60 days.
PMS, OMS & risk — dual-native for TradFi & crypto. Modular, API-first, and engineered for modern investment organizations. Stop the quarters-long rollouts.
Funds Serviced
500+
Integrations
120+
Go-live
< 60d
AUM
$42B
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%
The right portfolio management software for your investment strategy.
HedgeGuard delivers a fully integrated Portfolio Management System (PMS), Order Management, and risk management solution with advanced reporting and collaboration tools — ready to deploy in weeks, not quarters.
Discover the power of a comprehensive portfolio management software and platform engineered for modern investment organizations. Get a consolidated view, real-time and historical NAV, and role-based dashboards to manage complex portfolios. This all-in-one project portfolio management tool empowers your organization to manage, track and optimize every aspect of your investment portfolios with top-tier efficiency, real-time analytics, and strategic visibility.
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.
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 u2014 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 u2014 traditional and digital asset strategies within a unified platform. Eliminate bolt-ons: every asset class, every portfolio, one solution.
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.
Asset 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 u2014 from trading to allocation u2014 gains efficiency.
Crypto Portfolio Management
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 u2014 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 u2014 with the audit trail and evidence logging institutional operations demand.
Where traditional finance meets the digital frontier.
Most legacy systems weren't built for digital assets. Most crypto-native tools fail audit. HedgeGuard is the operating layer that 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%
SLA uptime
99.99%
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.
Portfolio & investment team success.
HedgeGuard's pricing mirrors how we manage capital: start light, scale fast, zero drag.
Head of Operations · Global Crypto Fund
The only PMS we found that handles crypto baskets, staking, and TradFi funds — all in one place.
Fund COO · $1.7B AUM
HedgeGuard empowered our team to deliver more strategic investment projects and achieve measurable results on time.
Head of Portfolio 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.