HedgeGuard review
A unified cloud platform for multi-asset portfolio, NAV, risk, and fund operations.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
HedgeGuard is a cloud-hosted, web-based portfolio management platform for hedge funds, asset managers, and family offices. It brings portfolio positions, valuations, P&L, NAV, order management, risk, compliance, reconciliation, fund accounting, and investor reporting into one book of record. Coverage spans equities, fixed income, funds, FX, listed and OTC derivatives, plus digital assets including spot crypto, perpetuals, options, and staked positions. Its stated fit is small and mid-market firms managing multiple asset classes.
Pricing follows a pay-as-you-scale model and requires a tailored quote, so buyers should engage sales to scope expected usage. The platform connects with custodians, prime brokers, administrators, exchanges, and on-chain wallets through FIX, REST, WebSocket, and file ingestion. Listed integrations include Bloomberg, Société Générale, Northern Trust, Morgan Stanley, Coinbase, Binance, Fireblocks, Kraken, OKX, Bitfinex, Gate.io, and ForDefi. Optional outsourced middle-office services cover trade capture, reconciliation, NAV oversight, and investor reporting, which can suit teams seeking operational capacity alongside software.
HedgeGuard’s standout operational depth is its daily shadow NAV, reconciled against administrator NAV, alongside real-time and historical exposure, attribution, risk metrics, stress testing, and compliance monitoring. Automated trade capture, pricing, corporate actions, fee accruals, and reconciliation extend that control across the investment lifecycle. Investor, regulatory, and tax reporting are included, while SOC 2 and GDPR are listed compliance credentials. Funds that need a broad multi-asset operating layer should consider HedgeGuard; organizations requiring desktop access, a different deployment model, or support beyond email may prefer another platform.
HedgeGuard pros and cons
- Where it wins
- Combines portfolio, order, NAV, risk, compliance, and reporting workflows
- Supports TradFi and digital assets across 120 integrations
- Daily shadow NAV reconciliation and optional outsourced middle-office services
- Where it doesn't
- Web access and cloud deployment are the only listed platform options
- Pricing requires a tailored quote under a pay-as-you-scale model
- Email is the listed support channel
HedgeGuard fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update