FundGuard
FundGuard is a cloud-native investment accounting SaaS designed for asset managers and service providers to streamline operations and integrate real-time data across workflows.
FundGuard is a state-of-the-art SaaS platform that redefines investment accounting for asset managers and their service providers. Offering real-time data integration and acting as a single source of truth, it enhances investment operations by replacing obsolete technology with an innovative, digital-first approach. FundGuard is designed to adapt to new regulations and supports various asset types, making it an indispensable tool for organizations seeking to improve operational efficiency, scale up operations, and significantly cut costs. Whether dealing with asset managers, asset owners, or asset servicers and administrators, FundGuard provides a comprehensive set of solutions, including ABOR, IBOR, and NAV contingency solutions, to help clients differentiate in a rapidly transforming industry.
Pros:
- Real-time data integration
- Streamlines operations with a single source of truth
- Supports new regulations and diverse asset classes
- Improves operational efficiency and reduces costs
Cons:
- Complex transition from legacy systems
- Steep learning curve for new users
- Dependence on digital infrastructure
Features:
- Real-Time Data - Enables real-time data integration across workflows
- Single Source of Truth - Centralized data platform for investment operations
- Cross-Segment Automation - Sophisticated operations automation for asset management
- Regulatory Compliance - Supports new regulations and asset classes
- Scalability - Designed to scale efficiently with organizational growth
Integrations:
- AWS - Provides cloud-based infrastructure support
- IA Fintech - Member of influencer platforms for financial technology
Pricing:
- Subscription Model - Pricing based on selected modules and usage
Implementation Timeline
Not Disclosed
Onboarding
Not Disclosed
Sandbox
No
Compliance
SOC, Fintech Compliances
Hashtags
Buying Persona
CRO, CFO, Director, VP, FP&A Manager
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