The challenge: several systems, none of them a real PMS
Before HedgeGuard, CIAM had worked with several software platforms and hit the same problems each time — unreliable figures, awkward processes, and customer service that didn’t match the price. Two requirements sat above the rest: a system that could finally serve as a genuine portfolio management system, and the ability to recover its historical data and rebuild its portfolio completely from inception. That made both the platform choice and the migration itself decisions the firm couldn’t afford to get wrong.
The move: an efficient migration, with history intact
CIAM migrated from its previous software to HedgeGuard. The migration was handled efficiently, and the portfolio was rebuilt completely from inception — the outcome that mattered most, and the one that had been hardest to achieve elsewhere. Rather than starting fresh and losing its track record, CIAM carried its full history onto the new platform.
The result: a partner, not just a platform
Years on, CIAM describes HedgeGuard’s real-time support as being as responsive today as it was during onboarding. For a firm of entrepreneurs, cost efficiency was a non-negotiable condition — and one reason the relationship has lasted. The lasting outcome is confidence: efficient processes, figures the team trusts, and a support team CIAM regards as an extension of its own.
With HedgeGuard we feel confident in our daily business thanks to efficient processes, right figures and a team we can rely on as an extension of ours.
— Catherine Berjal, CEO/CIO, CIAM