Leave legacy behind.
Move your organization into the digital age with next-generation portfolio management tools like HedgeGuard. Leave behind legacy systems and unlock real-time tracking, automated processes, and data-driven business reporting. Our cloud-based, highly modular platform makes it easier to monitor all portfolios, simplify reporting, and respond instantly to evolving strategic requirements, empowering your investment teams and supporting all business units.
From overnight batch to real-time.
You don’t just get a faster system — you get an operationally different fund. The work that used to fill the morning happens automatically overnight. The reports that took weeks export in seconds. The crypto your team couldn’t support is native.
Manual reconciliation → automated daily
Tri-party reconciliation runs automatically against custodian and broker feeds. Breaks surface in a single dashboard with full audit trail. Hours back per day, per analyst.
T+1 batch NAV → intraday
Live position-level valuation and exposure analytics throughout the trading day. No more waiting until 7am to know where you closed.
Quarterly PDFs → on-demand reporting
Investor reports, performance attribution, and tax exports on demand. The whole team works from the same numbers, in the same window.
Crypto bolt-ons → native dual-asset
Crypto baskets, staking, DeFi positions and TradFi instruments in one book. No reconciliation between systems — because there’s only one system.
Four phases. Zero disruption.
HedgeGuard runs in parallel with your legacy system through the mirror phase, so your team validates every workflow before cutover. The day you switch primary, everything works — because it’s already been working.
- Discover: data audit and workflow mapping
- Mirror: parallel run for zero-risk validation
- Cutover: HG becomes primary, legacy goes read-only
- Optimize: automate workflows, decommission legacy
Built different. Priced different.
<p>Same comparison the About page makes — concentrated on what changes when you migrate. <strong>No long IT projects. No upfront costs. No bolt-on complexity.</strong></p>
| HedgeGuard | Legacy alternatives | |
|---|---|---|
| Go-live speed | < 90 days (migration) | 12+ months |
| Setup costs | $0 upfront | $20K–$100K+ |
| Architecture | Crypto-native, multi-asset | Bolt-on solutions |
| Pricing model | Pay-as-you-scale | Big upfront contracts |
| Upgrade cadence | Continuous, behind the scenes | IT-led, 6+ month projects |
| Support model | White-glove + middle office | Self-service only |
Funds that moved off legacy.
The mirror phase made the decision risk-free. By the time we cut over, the team had been running on HedgeGuard for a month in parallel.
Head of Operations · Multi-strategy fund
The only PMS we found that handles crypto baskets, staking, and TradFi funds — all in one place.
Fund COO · $1.7B AUM
We were quoted 12 months by our incumbent for an upgrade. We migrated to HedgeGuard in 80 days.
CTO · Global asset manager
The platform you migrate to.
Asset Management
The portfolio book, valuation, and multi-asset coverage that replaces your legacy book of record.
Integrations
100+ connections to data, custodians, brokers, and crypto venues. Drop-in replacement for your legacy stack.
Why HedgeGuard
Built by former portfolio managers, risk officers, and middle-office experts. Practitioners, not vendors.
Audit your legacy stack in 30 minutes.
Book a working session. We’ll walk through your current system, identify the workflows costing your team the most time, and map a phased migration plan.