--- title: "HedgeGuard Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about HedgeGuard Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/166999/HedgeGuard/" page_type: "product" language: "en" --- # HedgeGuard Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) HedgeGuard ## What is HedgeGuard? HedgeGuard is the operational stack for emerging and mid-sized hedge funds — the layer between your trading and your investors. Trades are captured from your venues and prime brokers, positions valued from documented price sources, and NAV struck daily at fund and share-class level. Reconciliation runs automatically against custodians, brokers and your fund administrator, so breaks surface the same day rather than at month-end. Pre-trade compliance checks every order against UCITS, AIFMD and MiFID II rules plus your own mandate limits, logging each check as audit-ready evidence. Funds without a dedicated operations team can add HedgeGuard's outsourced middle office, where our team runs trade capture, reconciliation, NAV oversight and investor reporting on your behalf — then hands it back in-house on the same platform when you're ready. A new fund typically goes live in 30 days; a migration from an existing system in 60. ## 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 \- Starting price $1500 Per User, Per Month Free trial available Free version not included 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://www.g2.com/products/hedgeguard-crypto-portfolio-management-system/claim_requests/new?auto=true) ## 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 $1500 Per User, Per Month 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 (278) Value For Money 4.9 (9) Value For Money 4.1 (266) Customer Service 4.9 (9) Customer Service 4.5 (273) ## HedgeGuard alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% 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/) [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/) ## FAQs about HedgeGuard Overview ### What company size and specific industries is HedgeGuard built for? HedgeGuard is designed for buy-side organizations, including crypto hedge funds, asset managers, crypto fund administrators, and banks. It is aimed at firms in the investment management and financial services sectors, especially those handling crypto-related operations and fund administration. Features and Usability ### What are the key features of HedgeGuard? HedgeGuard offers investment management features for hedge funds, family offices, and buy-side firms, with portfolio management, order management, and automated execution. It also includes portfolio accounting, investor reporting, compliance management, risk management, real-time reporting, and alerts/notifications, plus API access, data import/export, and audit trail tools. Getting Started and Support ### What training and onboarding options does HedgeGuard offer? HedgeGuard provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided setup, webinars cover scheduled instruction, and documentation offers written reference material for self-paced learning and later review. Getting Started and Support ### What customer support options does HedgeGuard offer? HedgeGuard provides email/help desk support and phone support. Support interactions are described only through these channels, with no reviewer feedback available to judge response speed, helpfulness, or common issues. The listed options suggest direct contact routes for users needing product assistance or account help. ## Features AI summary Based on 877 Hedge Fund reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) HedgeGuard supports **Performance Metrics** and **Investments Tracking**, giving investment teams a way to monitor returns and keep close watch over portfolio activity. However, it does not include **Reporting/Analytics**. Instead, it offers other highly rated capabilities, including **Data Import/Export** (**38%**), **Portfolio Management** (**40%**), and **Benchmarking** (**38%**), which can help firms organize investment data, manage holdings more effectively, and compare results against targets or market standards, helping businesses make more informed portfolio decisions. 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 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 Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges HedgeGuard 35 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Execution: Automatically place and execute trades without the need for manual input. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Data Import/Export: Import and export data to and from software applications - Fee Management: Track collected or paid charges for services performed or access granted - For Hedge Funds: Designed for Hedge Funds - For Investors & Traders: Used by retail investors and active traders/day traders - Fund Management: Manage allocation and performance of financial assets - Investment Management: Manage and handle financial assets as well as other investments. - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Management: Automated payments and reporting for investors - Investor Reporting: Compile and report on all investor activities - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Analysis: Monitor and analyze the performance and status of a server or system/application - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Accounting: Tracking and logging the performance, risks, gains and losses of investments - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Tax Management: 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) Free Trial Essential $1,500 Per User,Per Month Professional $3,000 Per User,Per Month Premium $6,000 Per User,Per Month 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.