Volume 02 Resources / Product Guides

Playbooks and how-tos.

Tactical guides for asset managers, COOs, and operations teams — from PMS deployments to multi-asset fund setup and configuring HedgeGuard for your strategy.

Foundation

Confirm fund entity & account structure

Onboard data providers (Bloomberg, Refinitiv)

Build-out

Connect custodians & prime brokers

Configure compliance & risk rules

Pre-trade compliance checks

Go-live

Investor reporting templates

Daily NAV sign-off workflow

3/7 complete Phased rollout < 60 days

Featured Featured

Deploying PMS in 60 Days: Complete Playbook

Step-by-step guide for asset managers planning PMS implementations, covering data preparation, stakeholder alignment, and go-live checklists.

Complete playbook Read article →

How-to

Setting Up Custom Dashboards in HedgeGuard

Whether you’re a PM tracking performance or a COO auditing exposures, HedgeGuard lets you build dashboards tailored to your view. Learn how…

Product how-to Read →

Tactical Guide

Multi-Asset Fund Setup: TradFi + Crypto

Tactical walkthrough for launching hybrid funds, including legal structure, custody setup, reporting requirements, and operational workflows.

Tactical walkthrough Read →

Existing clients

Looking for the full product documentation?

The guides on this page are an overview. The complete BookStack documentation — including API references, integration walk-throughs, and version history — is available to existing clients via the client portal.

More resources

Explore the resource library.

Articles Blog & Insights Playbooks Product Guides Customer stories Case Studies HG vs alternatives Comparisons Quick answers FAQ

Next step

Have a guide-worthy question?

Talk to our team about your fund setup, migration plan, or operational workflow. We’ll walk through the same playbook live.

Book a session Talk to us