Portfolio management software for Swiss funds.
From Geneva's private-banking corridor to the digital-asset firms clustered in Zug's Crypto Valley, Swiss managers run multi-asset books that most systems still treat as two separate worlds. HedgeGuard is a dual-native PMS, OMS and risk engine that holds traditional and digital assets on a single book of record.
Built and run by former portfolio managers and middle-office operators, HedgeGuard gives emerging and mid-sized Swiss funds institutional-grade operations without the cost or timelines of the incumbents — with reconciliation, NAV oversight and allocator-ready reporting handled under your own brand.
Portfolio AUM
CHF 1.42B
24H PnL
+CHF 8.42M
Recon match
99.97%
Bitcoin
POS-442-99 · ForDefi
CHF 64,128.40
+2.41%
Ethereum
POS-118-22 · Bitfinex
CHF 3,421.15
-1.12%
Equity basket
EQ-ZRH · Prime broker
CHF 1.284M
+0.18%
Engineered for the Swiss fund landscape.
Whether you report to FINMA as a licensed manager or operate a DLT-based structure out of Zug, HedgeGuard is built for the operational reality of Swiss multi-asset firms.
- FINMA-supervised managers and DLT Act structures
- Digital-asset funds across Zug's Crypto Valley
- Multi-custodian reconciliation, audit-ready
- CHF base with multi-currency NAV and reporting
- Allocator-ready investor reporting
Hubs
Zurich · Geneva · Zug
Regulatory context
FINMA-supervised managers; DLT Act digital-asset funds
Base currency
CHF, multi-currency NAV & reporting
Migrating from
Costly incumbents (Enfusion, Aladdin) and older Advent Geneva / Bloomberg AIM installs
From spreadsheets to one book of record.
You don't just get software — you get an operationally different fund. Reconciliation runs automatically, NAV is intraday, and the crypto your team couldn't support is native.
Dual-native by design
TradFi and digital assets on one book of record: equities, fixed income, FX and derivatives beside spot crypto, perps, staking and DeFi.
Live in under 60 days
No quarters-long rollout. Clean data plus a genuine parallel run means go-live is a decision, not a date.
$0 upfront, pay-as-you-scale
No six-figure implementation. Pricing grows with the fund, not ahead of it.
Optional outsourced middle office
Reconciliation, NAV oversight and investor reporting run under your brand, so a lean team operates at institutional scale.
Built different. Priced different.
No long IT projects. No upfront costs. No bolt-on complexity — the same comparison the About page makes, concentrated on what changes for an emerging fund.
| HedgeGuard | Legacy alternatives | |
|---|---|---|
| Go-live speed | < 60 days | 6+ months |
| Setup costs | $0 upfront | $20K–$100K+ |
| Architecture | Dual-native, multi-asset | Bolt-on solutions |
| Pricing model | Pay-as-you-scale | Big upfront contracts |
| Upgrade cadence | Continuous, behind the scenes | IT-led, 6+ month projects |
| Support model | White-glove + middle office | Self-service only |
Managers who run on HedgeGuard.
HedgeGuard has enabled us to focus on generating investment performance rather than managing operational complexity.
Selma Sekkat · CEO, Evarinvest
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
HedgeGuard brought a unique combination of Portfolio Management Software and outsourced middle-office services that perfectly complements our operations.
Edwin de Trederne · CEO, Alphacap Digital Asset Management
Migrate from legacy
Leave Enfusion, Aladdin & Limina behind with a phased, zero-downtime migration.
Integrations
100+ connections to data, custodians, brokers and crypto venues.
Middle office
Outsourced reconciliation, NAV oversight and investor reporting under your brand.
Questions, answered.
Bring your Switzerland book onto one platform.
Book a working session. We'll walk through your current setup, show HedgeGuard against it, and map a go-live plan for your fund.