Audience
Businesses wanting an all-in-one investment accounting solution that helps control and digital workflows
About FundGuard
Power your investment operations with real-time data immediately and seamlessly integrated across all workflows. Unburden yourself of obsolete technology while shaping the future of investment accounting. Delight your clients with unparalleled speed, innovation, and digital experiences. Embrace new regulations, ensure oversight, and easily incorporate new asset classes – including crypto – with ease. Scale for the future, improve operational efficiency and dramatically reduce costs. Complete with general ledgers and NAV values in addition to portfolio holdings and cash. Designed to handle near limitless volumes of data without the common constraints of relational databases. Cloud-native, big-data database and distributed architecture enables near real-time business continuity and disaster recovery.
Other Popular Alternatives & Related Software
Multiview ERP
Discover Multiview ERP: The Financial Management Revolution
Welcome to the future of financial management with Multiview ERP. For over 30 years, we've been redefining ERP solutions for organizations from startups to Fortune 500 companies across 40+ industries. Our goal? To transform your financial processes with unparalleled ease and efficiency.
Why Choose Multiview ERP?
Elevate your financial management with Multiview ERP, the definitive solution for ending month-end woes and enhancing operational efficiency. Our platform transforms the financial close process with automation, saving you time and reducing complexities. Plus, with Multiview, you receive premium, personalized support directly from industry experts, ensuring you have the tools and guidance for success at every step. Choose Multiview ERP - where innovation meets unparalleled support, propelling your organization towards strategic success.
Learn more
Allvue
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.
Learn more
Dext
Automate bookkeeping and streamline expense management with Dext. Capture receipts, process invoices, and integrate seamlessly with major accounting software, 11,500+ apps, banks, and platforms. Start your free trial today!
How Dext works
1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds.
2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date.
3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods.
4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms.
5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date.
6. Integrate with over 11,500 applications, banks, and institutions: Seamlessly connect with e-commerce platforms like PayPal, Shopify, and Stripe.
*Need an MTD for IT solution? Try Dext Solo (HMRC-approved)
🏆 Xero App Partner of the Year (UK and US, 2024)
Learn more
FundCount
FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.
Learn more
Integrations
No integrations listed.
Company Information
FundGuard
Founded: 2018
United States
www.fundguard.com
Videos and Screen Captures
Other Useful Business Software
Earn up to 16% annual interest with Nexo.
Put idle assets to work with competitive interest rates, borrow without selling, and trade with precision. All in one platform.
Geographic restrictions, eligibility, and terms apply.
Product Details
Platforms Supported
Cloud
Support
Phone Support
Online
