# HedgeGuard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is HedgeGuard the right Investment Management solution for you? Explore 9 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/166999/HedgeGuard/reviews --- HedgeGuard 4.7 (9) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of HedgeGuard Ease of use 4.7 Customer Service 4.9 ## Showing most helpful reviews Showing 1-9 of 9 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ludovic S. Equity analyst - Portfolio manager Financial Services Used the software for: 2+ years ### "A very handy customized trading and portfolio monitoring tool" August 16, 2019 5.0 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) Reason for choosing HedgeGuard Correctly configured, Hedgeguard is a powerfull tool that offers by far the best value for money Portfolio Management software. Review Source JC Jad C. President Financial Services Used the software for: 2+ years ### "Great PMS" October 2, 2019 5.0 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/) Reason for choosing HedgeGuard It was more modular, easier to set-up and much better value! Review Source GD Guillaume D. CRO & COO Financial Services Used the software for: 2+ years ### "HedgeGuard brought a unique combination of PMS and middle-office services that perfectly complements" August 20, 2019 4.0 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. Reason 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 AB Alessandro B. Head of Risk Management Investment Management Used the software for: 1-2 years ### "Great Patnership" September 25, 2025 5.0 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 CE Chris E. COO Investment Management Used the software for: 2+ years ### "Good System with Good People" September 3, 2019 5.0 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 CV Carlo V. Secrétaire Général Financial Services Used the software for: 2+ years ### "Erasmus Gestion" September 3, 2019 4.0 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 CC CRISTIANO C. Portfolio Manager Financial Services Used the software for: 2+ years ### "User review" October 21, 2019 4.0 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 AR Andrea R. General Partner Financial Services Used the software for: Less than 6 months ### "One of the best " August 14, 2019 5.0 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 Response from HedgeGuard 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 Used the software for: I used a free trial ### "HedgeGuard Review" April 29, 2019 5.0 Pros A configurable portfolio management software, easy to use! Cons I didn't dislike anything in particular. Review Source Response from HedgeGuard 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. Similar Products Featured ## Related categories [Investment Management](https://www.capterra.com/investment-management-software/)