Leave legacy behind.

Move your organization into the digital age with next-generation portfolio management tools like HedgeGuard. Leave behind legacy systems and unlock real-time tracking, automated processes, and data-driven business reporting. Our cloud-based, highly modular platform makes it easier to monitor all portfolios, simplify reporting, and respond instantly to evolving strategic requirements, empowering your investment teams and supporting all business units.

Book a demo See the migration plan

Operations

Manual reconciliation Daily 4–6 hrs

Spreadsheet patchwork Cross-team Error-prone

Overnight batch NAV T+1 visibility Stale

Reporting & risk

Investor reports Manual export Quarterly

Risk dashboard Static PDF Monthly

Vendor & cost

Crypto bolt-on 3rd-party $$$

Upgrade cycles IT-led 6+ months

→ Migrate & resolve all 7 Phased rollout, zero disruption Migrate in under 60 days — full cycle including integrations in 90.

01 / Client Success Story – CIAM

"Speaking about HedgeGuard is also speaking about cost efficiency which is for the entrepreneurs a mandatory condition"

Our company, CIAM, has experimented several softwares in the past with different problems of figures, process or customer service with very expensive prices. We decided to choose and migrate from our ex software to HedgeGuard. We had 2 main issues, firstly to find a software that can finally be a real PMS and also to retrieve our historical data. That implied an efficient migration from our ex software to HG. The team of HedgeGuard are now as efficient in the real time support as they were during this onboarding. We achieved to rebuild our portfolio completely from inception which was mandatory for us and not an easy task to fulfill. 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

www.ci-am.com/

02 / What changes

From overnight batch to real-time.

You don’t just get a faster system — you get an operationally different fund. The work that used to fill the morning happens automatically overnight. The reports that took weeks export in seconds. The crypto your team couldn’t support is native.

Manual reconciliation → automated daily

Tri-party reconciliation runs automatically against custodian and broker feeds. Breaks surface in a single dashboard with full audit trail. Hours back per day, per analyst.

T+1 batch NAV → intraday

Live position-level valuation and exposure analytics throughout the trading day. No more waiting until 7am to know where you closed.

Quarterly PDFs → on-demand reporting

Investor reports, performance attribution, and tax exports on demand. The whole team works from the same numbers, in the same window.

Crypto bolt-ons → native dual-asset

Crypto baskets, staking, DeFi positions and TradFi instruments in one book. No reconciliation between systems — because there’s only one system.

03 / Journey

Four phases. Zero disruption.

HedgeGuard runs in parallel with your legacy system through the mirror phase, so your team validates every workflow before cutover. The day you switch primary, everything works — because it’s already been working.

Discover: data audit and workflow mapping
Mirror: parallel run for zero-risk validation
Cutover: HG becomes primary, legacy goes read-only
Optimize: automate workflows, decommission legacy

Parallel run for safety <90d typical migration Zero data loss

04 / Comparison

Built different. Priced different.

Same comparison the About page makes — concentrated on what changes when you migrate. No long IT projects. No upfront costs. No bolt-on complexity.

	HedgeGuard	Legacy alternatives
Go-live speed	< 60 days migration · < 90 days full cycle	12+ months
Setup costs	$0 upfront	$20K–$100K+
Architecture	Crypto-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

05 / Use cases

Client Testimonials

“

Speaking about HedgeGuard is also speaking about cost efficiency, which for entrepreneurs is a mandatory condition.

Catherine Berjal · CEO/CIO, CIAM

“

HedgeGuard was very flexible and paying attention to our expectations, consisting in a complete set-up. We engaged quickly.

Arnaud Chretien · Preseident, Kanopy

“

There are numerous PMS vendors in the market but HedgeGuard was the only one covering all of our requirements.

Cyril Mayer - DG, IGEA Finance

06 / Related

The platform you migrate to.

01 / FEATURE

Portfolio Management

The portfolio book, valuation, and multi-asset coverage that replaces your legacy book of record.

Explore AMS →

02 / FEATURE

Integrations

100+ connections to data, custodians, brokers, and crypto venues. Drop-in replacement for your legacy stack.

Explore integrations →

03 / WHY

Why HedgeGuard

Built by former portfolio managers, risk officers, and middle-office experts. Practitioners, not vendors.

About HedgeGuard →

07 / FAQ

Migrating from legacy systems.

HedgeGuard replaces a fund's book of record, and managers most often move from long-established on-premise platforms such as Advent Geneva and Bloomberg AIM, from spreadsheet-and-in-house-tool stacks, or from a combination of both. Firms also move from modern cloud platforms where the driver is cost or fit rather than technology — typically mid-sized managers paying enterprise pricing for capability scaled to much larger institutions. HedgeGuard consolidates the book of record, OMS, risk and reconciliation into one platform, with traditional and digital assets on the same book.

No. Your positions, transactions, prices and NAV history migrate with you, so audit trails and performance reporting stay unbroken — HedgeGuard regularly rebuilds portfolios completely from inception. Migrated data is reconciled against your source records before go-live, so you launch on numbers you've already verified. The determining factor is source-data quality, not the size or age of the history: where legacy records need work we clean and reconcile them during onboarding, and starting from a verified recent NAV is an option you choose rather than one imposed on you.

A migration from an existing system typically completes in 60 days, including historical data migration, with your current platform staying live throughout so there's no gap in coverage. Where the deployment also involves wiring in a full set of third-party APIs and integrations, plan for 90. Work runs in clear phases — data extraction and mapping, connectivity, migration, reconciliation, then cutover — and you sign off before the switch.

HedgeGuard is API-first and connects to the tools you already rely on — custodians, fund administrators, risk engines, prime brokers, and crypto exchanges and custody providers such as Bitfinex, Gate.io, and ForDefi. New connections can be added on request, so migrating off a legacy platform doesn't mean tearing out the rest of your stack.

Yes. During migration your existing system stays live, and HedgeGuard runs in parallel so you can compare positions, cash, and NAV side by side and only cut over once you're confident the numbers match.

That's common with long-established systems. We assess the data first and reconcile it as part of onboarding, rather than pushing you to abandon your history. A clean-break start is an option you choose, not a default we impose.

Growing managers typically move off older on-premise or enterprise platforms that are too costly, slow, or rigid for their size — keeping the capability while dropping the overhead.

Next step

Audit your legacy stack in 30 minutes.

Book a working session. We’ll walk through your current system, identify the workflows costing your team the most time, and map a phased migration plan.

Book a session Talk to a migration lead