HedgeGuard

HedgeGuard is a portfolio management solution offered by HedgeGuard Financial Software. According to the vendor, it is designed for hedge funds, asset managers, and crypto actors, providing a comprehensive solution for trading, portfolio management, and custody of cryptocurrencies. The product is targeted at small to medium-sized buy-side firms and caters to various professions and industries, including hedge fund managers, asset managers, crypto fund managers, financial institutions, and investment firms.

Key Features

Institutional-Grade Crypto Portfolio Management Solution: HedgeGuard offers a portfolio management solution with multi-venue connectivity and the ability to aggregate books across exchanges and dealers. According to the vendor, it utilizes best execution and smart order routing to optimize trade execution.

Real-Time and Historical Reporting: HedgeGuard provides real-time and historical reporting capabilities, allowing users to monitor performance, market prices, wallet balances, and more. The vendor claims that it also offers performance and exposure analysis through a customizable dashboard.

Multi-Account and Sub-Account Functionalities: HedgeGuard supports multi-entity management, including investment funds, trading accounts, and managed accounts. According to the vendor, it offers multi-account and sub-account functionalities, enabling users to set up master entities and multiple funds or managed accounts.

Support for Various Crypto Instruments: HedgeGuard supports a range of crypto instruments, including spot, futures, perp swaps, options, and loans. Users can trade and manage these assets within the platform, as claimed by the vendor.

Integration with Third-Party Exchanges and Market Participants: HedgeGuard seamlessly integrates with third-party exchanges, administrators, custodians, and market makers. The vendor states that it extracts and reconciles trade data from exchanges and the blockchain, providing users with a consolidated view of their crypto activity.

Extract-Transform-Load Functionality and API Access: HedgeGuard offers extract-transform-load functionality and API access, allowing for seamless integration with other systems. According to the vendor, users can easily extract and reconcile trade data and access the platform's features and data through APIs.

Traditional Finance Portfolio Management Solution: HedgeGuard serves as a traditional finance portfolio management solution, providing a front-to-back solution for investment management. It includes features such as order entry and execution, trade management, cash management, accounting, and connections with custodians and administrators.

Position Keeping: HedgeGuard offers an interface for real-time position tracking, simulations for pre-trade analysis and risk exposure, and flexible P&L reporting periods. According to the vendor, it provides users with real-time updates of trades and market data.

Cash Management Solution: HedgeGuard helps users control cash balances and optimize asset usage. It allows for the replication and management of cash accounts of funds, handles subscriptions and redemptions booking, and provides independent calculation of margin requirements, as claimed by the vendor.

Order Management Solution: HedgeGuard includes an efficient order simulation and replication system. The vendor states that it enables users to settle off all positions on the same security, simulate orders to attain target exposure, and route orders to EMSX or other counterparts through FIX connectivity. It also automates trading fees and provides order life cycle management and trading activity monitoring.