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Was ist HedgeGuard?
Front-to-Back-Software für Start-up- oder etablierte Hedgefonds und Vermögensverwalter. Neben einem Portfolio-Management-System bietet HedgeGuard zwei zusätzliche Dienstleistungen an: Middle-Office-Outsourcing und VDI.
Wer verwendet HedgeGuard?
Die Anwendung bietet ein Front-to-Back-Portfolio-Management-System für Hedgefonds, Family Offices und Vermögensverwalter, einschließlich Echtzeit-Support und Benutzerschulung.
HedgeGuard – Details
HedgeGuard
2006 gegründet
HedgeGuard – Videos und Bilder
HedgeGuard – Details
HedgeGuard
2006 gegründet
Kosten ähnlicher Produkte wie HedgeGuard vergleichen
Startpreis
Kostenlose Version
Gratis Testen
HedgeGuard – Bereitstellung und Support
Kundenbetreuung
- E-Mail/Helpdesk
- Telefon-Support
Einsatz
- Cloud, SaaS, webbasiert
- Windows (Desktop)
Training
- Persönlich
- Live Online
- Webinare
- Dokumentation
Funktionen von HedgeGuard
Anlagenverwaltung Software
- API
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anleihen / Aktien
- Anpassbare Berichte
- Asset Lifecycle Management
- Audit Trail
- Auftragsmanagement
- Benchmarking
- Berichterstattung / Analyse
- Berichterstattung und Statistik
- Buchhaltung
- Compliance Management
- Compliance-Verfolgung
- Daten-Import / -Export
- Datenvisualisierung
- Dokumentenmanagement
- Dokumentenspeicher
- Drittanbieter-Integration
- Echtzeit-Analytik
- Echtzeit-Berichterstattung
- Echtzeit-Daten
- Echtzeitüberwachung
- Finanzanalyse
- Finanzmanagement
- Fondsverwaltung
- Für Anlageberater
- Für Investoren & Händler
- Gebühren Management
- Immobilien
- Investment-Tracking
- Kontaktmanagement
- Kundenmanagement
- Kundenportal
- Leistungskennzahlen
- Leistungsmanagement
- Lohn- und Gehaltslisten & Kommissionen
- Mobiler Zugriff
- Modellierung & Simulation
- Portfolio-Neuausrichtung
- Portfoliomanagement
- Risikobewertung
- Risikomanagement
- Self-Service Portal
- Visuelle Analytik
- Warentermingeschäfte
- Workflow-Management
- Zusammenfassende Berichte
- Überwachung
Hedge-Fund Software
- API
- Anlagegegenstand-Management
- Anleger-Buchhaltung
- Anpassbare Berichte
- Audit Trail
- Auftragsmanagement
- Automatisierte Ausführung
- Benchmarking
- Berichterstattung und Statistik
- Breakpoint Management
- Buchhaltung
- Compliance Management
- Daten-Import / -Export
- Dokumentenmanagement
- Echtzeit-Berichterstattung
- Finanzanalyse
- Flexible Datenmodelle
- Flexible Zuweisungsmethoden
- Für Dachfonds
- Für Familienbüros
- Für Firmen auf Käuferseite
- Für Firmen auf Verkäuferseite
- Für Hedge Fonds
- Für Immobilien
- Für Mehrfamilien-Büros
- Für Offshore
- Für Risikokapital
- Gewinn-und Verlustrechnung
- Grafische Präsentation von Daten
- Hauptbuch
- Individuelle Anpassung
- Investor-Berichterstattung
- Investor-Management
- Kontaktmanagement
- Kontenabstimmung
- Kundenportal
- Leistungsanalyse
- Leistungskennzahlen
- Lohn- und Gehaltslisten-Management
- Partnerschaft-Buchhaltung
- Portfolio-Buchhaltung
- Portfolioanalyse
- Portfoliomanagement
- Profilierung von Managern
- Provisionsmanagement
- Risikobewertung
- Sales Automation
- Statusverfolgung
- Workflow-Management
- Überwachung
Stock Portfolio Management Software
- Aktien-Tracking
- Alarmfunktion / Benachrichtigungen
- Bestandsführung
- Budgetierung/Prognosen
- Daten-Import / -Export
- Direkter Vergleich
- Drittanbieter-Integration
- Erkennung von Scheingeschäften
- Finanzanalyse
- Finanzmanagement
- Für Anlageberater
- Für Trader
- Historische Berichte
- Kategorisierung / Gruppierung
- Kundenmanagement
- Kundenportal
- Mehrere Währungen
- Merkliste
- Portfolio-Berichterstellung
- Portfolio-Buchhaltung
- Portfolio-Neuausrichtung
- Portfoliomanagement
- Risikoanalyse
- Risikomanagement
- Steuerkonformität
- Steuermanagement
- Tracking von Kryptowährungen
- Vermögensverwaltung
- Visuelle Analytik
- Was-wäre-wenn-Analyse
- Zielsetzung / Nachverfolgung
- Überwachung
Siehe die vollständige Stock Portfolio Management Software Liste
Alternativen für HedgeGuard
Mehr Alternativen zu HedgeGuard
Erfahrungen mit HedgeGuard
Alle 8 Nutzerbewertungen lesen
Ludovic S.
A very handy customized trading and portfolio monitoring tool
Kommentare: 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.
Vorteile:
- 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...
Nachteile:
- Need time to set up perfectly - Previous version were a bit slow (now it's satisfactory)
Jad C.
In Betracht gezogene Alternativen:
Great PMS
Kommentare: Great company with a great product
Vorteile:
It’s efficient, stable and integrates well with my other softwares (Microsoft, SQL, etc.)
Nachteile:
Nothing really, everything was on point.
Carlo V.
Erasmus Gestion
Kommentare: Expérience dans la durée, de qualité
Vorteile:
Produit adapté à la taille de notre entreprise. Devenu relativement stable. Lien naturel avec le middle assuré par Hedgeguard
Nachteile:
Besoin d'évolution vers des accès nomades. Nouvelles fonctionnalités à développer
Guillaume D.
HedgeGuard brought a unique combination of PMS and middle-office services that perfectly complements
Kommentare:
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.
Vorteile:
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.
Nachteile:
Nothing in particular! We have been happy with the solution provided from day 1.
Chris E.
Good System with Good People
Kommentare: My experience with them was very positive and we were happy to have chosen them as our PMS provider.
Vorteile:
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.
Nachteile:
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.
