# HedgeGuard Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about HedgeGuard Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/166999/HedgeGuard

---

# 

 HedgeGuard Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

HedgeGuard

## What is HedgeGuard?

HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve optimal portfolio management and operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment. With offices in Sydney, Boston, Paris and Beirut, the H

## What is HedgeGuard used for?

[Investment Management](https://www.capterra.com/investment-management-software/)[Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/)

Top alternative

Featured

Overall rating

Based on 9 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for HedgeGuard?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.hedgeguard.com&name=HedgeGuard)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### HedgeGuard

4.7 (9)

VS.

[4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/)

Starting Price

Contact vendor

Starting Price

$24000

Flat Rate, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (9)

Ease Of Use

4.4 (251)

Value For Money

4.9 (9)

Value For Money

4.1 (241)

Customer Service

4.9 (9)

Customer Service

4.5 (247)

## HedgeGuard alternatives

[Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/)

Highest Rated

[Unity](https://www.capterra.com/p/275057/Unity/)

[5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews)

Starting price

$3500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/275057/Unity/)

[Archway](https://www.capterra.com/p/80788/ATWeb/)

[0.0](https://www.capterra.com/p/80788/ATWeb/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/80788/ATWeb/)

[PortfolioShop](https://www.capterra.com/p/157187/ReconAdvantage/)

[4.8 (4)](https://www.capterra.com/p/157187/ReconAdvantage/#reviews)

Starting price

$1500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/157187/ReconAdvantage/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Bonds/Stocks

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Purchase and track both bonds and stocks in the portfolio

Fee Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track collected or paid charges for services performed or access granted

Fund Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage allocation and performance of financial assets

Order Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage and track customer orders for goods, investments, or any other purchases

Portfolio Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

HedgeGuard 34 features

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Automatically place and execute trades without the need for manual input.

Compare key metrics for the business against prominent players in the industry

Purchase and track both bonds and stocks in the portfolio

Private online space that lets businesses securely share documents and provide information access to clients

Track and trade contracts to transact in tangible goods at a certain price in the future

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Import and export data to and from software applications

Track collected or paid charges for services performed or access granted

Designed for Hedge Funds

Used by retail investors and active traders/day traders

Manage allocation and performance of financial assets

Manage and handle financial assets as well as other investments.

Monitor capital allocation and asset prices over time

Automated payments and reporting for investors

Compile and report on all investor activities

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage and track customer orders for goods, investments, or any other purchases

Monitor and analyze the performance and status of a server or system/application

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Tracking and logging the performance, risks, gains and losses of investments

Measure and assess the performance of investments

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Reallocation of assets to reflect changing investment goals or market conditions

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Receive data and information in real time

Active reporting of data and metrics

Initiate collection and analysis of known risks

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Features

4.3 (9)

4.3

Based on 9 reviews

## Pricing

Value for money

4.9 (9)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

4.9 (9)

4.9

Based on 9 reviews

## Support, customer service and training options

Customer Service

4.9 (9)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (9)

4.9

Based on 9 reviews

## User reviews

Overall rating

4.7

Based on 9 reviews

Filter by rating

5(6)

4(3)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AB

Alessandro B.

Head of Risk Management

Investment Management

### "Great Patnership"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 25, 2025

The collaboration is really good, both the PMS and the middle office work excellently, with an excellent quality-price ratio

Pros

The great willingness to meet all the client’s needs and the ease of use of the Portfolio Management System

Cons

Honestly, I cannot identify any real weakness.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CC

CRISTIANO C.

Portfolio Manager

Financial Services

### "User review"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 21, 2019

In our start up phase it greatly helped us getting things going on a relatively limited budget.

Pros

Very easy to use and to integrate with our other software.

Cons

When new releases get distributed it takes some time to have no bugs.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JC

Jad C.

President

Financial Services

### "Great PMS"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 2, 2019

Great company with a great product

Pros

It’s efficient, stable and integrates well with my other softwares (Microsoft, SQL, etc.)

Cons

Nothing really, everything was on point.

Alternatives considered

[MX.3](https://www.capterra.com/p/171161/MX-3/)

Reasons for choosing HedgeGuard

It was more modular, easier to set-up and much better value!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CV

Carlo V.

Secrétaire Général

Financial Services

### "Erasmus Gestion"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

September 3, 2019

Expérience dans la durée, de qualité

Pros

Produit adapté à la taille de notre entreprise. Devenu relativement stable. Lien naturel avec le middle assuré par Hedgeguard

Cons

Besoin d'évolution vers des accès nomades. Nouvelles fonctionnalités à développer

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CE

Chris E.

COO

Investment Management

### "Good System with Good People"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 3, 2019

My experience with them was very positive and we were happy to have chosen them as our PMS provider.

Pros

I would say that one of the core strengths of HedgeGuard’s system is its flexibility and ease of use. Our portfolio managers were particularly fond of their excel-like interface and the configuration capabilities. On the operations side, the workflow was seamless and pretty easy to follow, that being said we made use of their outsourced middle office service which for a small fund like us was very helpful. The fact that their own middle office team (which I can’t speak highly enough of) also uses the same PMS does show as they have developed some good automation/counterpart connectivity.

Cons

The only slight concern I would raise is HedgeGuard’s risk system which could be stronger but for a firm such as ours, you could easily use the BBG Port system as a workaround.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

GD

Guillaume D.

CRO & COO

Financial Services

### "HedgeGuard brought a unique combination of PMS and middle-office services that perfectly complements"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

August 20, 2019

HedgeGuard has been a longstanding partner since the very beginning of the Metori adventure. Beyond the technical solutions brought by HedgeGuard, we engaged as we felt you shared common values and specifically a DNA centered around advanced technology. HedgeGuard teams are highly motivated, responsive and agile. Our partner constantly demonstrates an ability to address specific requirements. For instance, we expressed needs to implement views in transparency mode or specific in-house compliance rules which were integrated seamlessly into the solution. Working with HedgeGuard also means to exchange with experts who work hand-in-hand with us as we grow.

Pros

First of all, it is important to understand how HedgeGuard solutions fit into our organization. We use HedgeGuard PMS and specifically for book-keeping, monitoring of NAVs and post-trade compliance rules. HedgeGuard also provide aggregated views of all the data related to our trading operations which makes our processes much simpler. This way, thanks to HedgeGuard, we offload a he quantity of processing, manipulation and consolidation tasks. In order to achieve this, HedgeGuard specialists are involved on a daily basis on our operations. The complete set-up proposed by HedgeGuard translates into significant gains in terms of productivity for us. Working with HedgeGuard also means having access to an expertise over the whole workflow and also being able to size operations in line with our business requirements.

Cons

Nothing in particular! We have been happy with the solution provided from day 1.

Reasons for choosing HedgeGuard

Obviously, there are numerous PMS vendors in the market but HedgeGuard was the only one covering all of our requirements. We specifically required a Portfolio Management System capable of managing assets and liabilities, but we also wanted to externalize middle-office services. Bottomline, we were looking for a complete solution. In addition, HedgeGuard was willing to address and implement some of our specific needs.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Ludovic S.

Equity analyst - Portfolio manager

Financial Services

### "A very handy customized trading and portfolio monitoring tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 16, 2019

We've been an early adopter of Hedgeguard solution so we've started with beta versions. After numerous upgrades and a full configuration, Hedgeguard is now a fast, reliable and user-friendly software.

Pros

\- Tailor made software that perfectly fits all our requirements - Excel interface so you work in a familiar environment - Dedicated team that managed to integrate all our needs in the API, from simple vizualisation preference to auto export in Bloomberg PORT...

Cons

\- Need time to set up perfectly - Previous version were a bit slow (now it's satisfactory)

Reasons for choosing HedgeGuard

Correctly configured, Hedgeguard is a powerfull tool that offers by far the best value for money Portfolio Management software.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AR

Andrea R.

General Partner

Financial Services

### "One of the best "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 14, 2019

Pros

This software fills all our needs (VL, NAV, daily snapshot, etc) and the team behind it is very professional.

Cons

All the features are not ready yet but it is already amazing.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

August 20, 2019

Hi Andrea, Thank you for your review. All the features are being replicated on the new full-web version that we are hoping to release in production soon; that said, they are all currently available on our desktop application currently used by over hundred funds. Best regards,

SC

Sylvie C.

Market manager

Human Resources

### "HedgeGuard Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 29, 2019

Pros

A configurable portfolio management software, easy to use!

Cons

I didn't dislike anything in particular.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

April 30, 2019

Thank you for your review. We are glad you enjoyed our demo and are looking forward to working with you in the future.

[View all Reviews](https://www.capterra.com/p/166999/HedgeGuard/reviews/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)