About HedgeGuard

HedgeGuard is a portfolio management solution designed to help businesses dealing with hedge funds, assets management, family offices and crypto funds. It lets users generate configurable analytics, views and reports on investment strategies to measure asset performance, exposure, risks and more.

Features of HedgeGuard portfolio simulation/modeling, cash management, compliance, reporting, trade matching, accounting, order entry and more. Businesses can use the solution to manage financial instruments such as equity, fixed income or commodities using Value at Risk (VAR) computations, stress tests and more. Additionally, it helps managers track positions of their assets in real-time and create custom pre-trade simulations, facilitating investment choi...


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Supported Operating System(s):

Web browser (OS agnostic)

8 Reviews of HedgeGuard

Average User Ratings

Overall

4.63 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(5)

5

4 stars

(3)

3

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 8 of 8 results

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August 2019

Ludovic from C-Quadrat AM

Verified Reviewer

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2019

A very handy customized trading and portfolio monitoring tool

We've been an early adopter of Hedgeguard solution so we've started with beta versions. After numerous upgrades and a full configuration, Hedgeguard is now a fast, reliable and user-friendly software.

Pros

- Tailor made software that perfectly fits all our requirements - Excel interface so you work in a familiar environment - Dedicated team that managed to integrate all our needs in the API, from simple vizualisation preference to auto export in Bloomberg PORT...

Cons

- Need time to set up perfectly - Previous version were a bit slow (now it's satisfactory)

Reasons for Choosing HedgeGuard

Correctly configured, Hedgeguard is a powerfull tool that offers by far the best value for money Portfolio Management software.

October 2019

Jad from Melanion Capital

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

Great PMS

Great company with a great product

Pros

It’s efficient, stable and integrates well with my other softwares (Microsoft, SQL, etc.)

Cons

Nothing really, everything was on point.

Reasons for Choosing HedgeGuard

It was more modular, easier to set-up and much better value!

September 2019

Carlo from ERASMUS GESTION

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

September 2019

Erasmus Gestion

Expérience dans la durée, de qualité

Pros

Produit adapté à la taille de notre entreprise. Devenu relativement stable. Lien naturel avec le middle assuré par Hedgeguard

Cons

Besoin d'évolution vers des accès nomades. Nouvelles fonctionnalités à développer

August 2019

Guillaume from Metori Capital Management

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2019

HedgeGuard brought a unique combination of PMS and middle-office services that perfectly complements

HedgeGuard has been a longstanding partner since the very beginning of the Metori adventure. Beyond the technical solutions brought by HedgeGuard, we engaged as we felt you shared common values and specifically a DNA centered around advanced technology. HedgeGuard teams are highly motivated, responsive and agile. Our partner constantly demonstrates an ability to address specific requirements. For instance, we expressed needs to implement views in transparency mode or specific in-house compliance rules which were integrated seamlessly into the solution. Working with HedgeGuard also means to exchange with experts who work hand-in-hand with us as we grow.

Pros

First of all, it is important to understand how HedgeGuard solutions fit into our organization. We use HedgeGuard PMS and specifically for book-keeping, monitoring of NAVs and post-trade compliance rules. HedgeGuard also provide aggregated views of all the data related to our trading operations which makes our processes much simpler. This way, thanks to HedgeGuard, we offload a he quantity of processing, manipulation and consolidation tasks. In order to achieve this, HedgeGuard specialists are involved on a daily basis on our operations. The complete set-up proposed by HedgeGuard translates into significant gains in terms of productivity for us. Working with HedgeGuard also means having access to an expertise over the whole workflow and also being able to size operations in line with our business requirements.

Cons

Nothing in particular! We have been happy with the solution provided from day 1.

Reasons for Choosing HedgeGuard

Obviously, there are numerous PMS vendors in the market but HedgeGuard was the only one covering all of our requirements. We specifically required a Portfolio Management System capable of managing assets and liabilities, but we also wanted to externalize middle-office services. Bottomline, we were looking for a complete solution. In addition, HedgeGuard was willing to address and implement some of our specific needs.

September 2019

Chris from Quadra Capital Partners LLP

Company Size: 2-10 employees

Industry: Investment Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2019

Good System with Good People

My experience with them was very positive and we were happy to have chosen them as our PMS provider.

Pros

I would say that one of the core strengths of HedgeGuard’s system is its flexibility and ease of use. Our portfolio managers were particularly fond of their excel-like interface and the configuration capabilities. On the operations side, the workflow was seamless and pretty easy to follow, that being said we made use of their outsourced middle office service which for a small fund like us was very helpful. The fact that their own middle office team (which I can’t speak highly enough of) also uses the same PMS does show as they have developed some good automation/counterpart connectivity.

Cons

The only slight concern I would raise is HedgeGuard’s risk system which could be stronger but for a firm such as ours, you could easily use the BBG Port system as a workaround.

October 2019

CRISTIANO from Gardena Capital Ltd

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2019

User review

In our start up phase it greatly helped us getting things going on a relatively limited budget.

Pros

Very easy to use and to integrate with our other software.

Cons

When new releases get distributed it takes some time to have no bugs.

August 2019

Andrea from Starchain Capital

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

One of the best

Pros

This software fills all our needs (VL, NAV, daily snapshot, etc) and the team behind it is very professional.

Cons

All the features are not ready yet but it is already amazing.

Response from HedgeGuard

Replied August 2019

Hi Andrea, Thank you for your review. All the features are being replicated on the new full-web version that we are hoping to release in production soon; that said, they are all currently available on our desktop application currently used by over hundred funds. Best regards,

April 2019

Sylvie from Manpower

Company Size: 5,001-10,000 employees

Industry: Human Resources

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2019

HedgeGuard Review

Pros

A configurable portfolio management software, easy to use!

Cons

I didn't dislike anything in particular.

Response from HedgeGuard

Replied April 2019

Thank you for your review. We are glad you enjoyed our demo and are looking forward to working with you in the future.