Currently, fundguard is a software-as-a-service (SaaS) investment management platform that helps investors manage their portfolios. The software can be easily integrated into a client’s existing investment account, allowing the client to access fundguard’s investment recommendations, research, and performance analytics directly through the client’s online portal. With the advent of the company’s artificial intelligence (AI) technology, fundguard is able to deliver more than 60 investment recommendations a day. The company’s AI-powered platform has helped clients make over $1.1 billion in investments since its inception in 2011.
Powered by artificial intelligence, FundGuard provides a cloud-native investment funds operating system that supports investments across asset classes. The platform supports operations automation, partnership management, reporting, reconciliation, and exception management. It also offers customizable thresholds for rules-based trading.
Using AI, FundGuard helps fund administrators manage investments by identifying anomalies and data mismatches. The platform also performs portfolio validation checks and researches investment news. It provides real-time support, enabling managers to add layers of oversight. The system is continuously evolving, leveraging modern cloud technologies.
FundGuard is backed by Blumberg Capital, LionBird Ventures, and Team8 Capital. The company has raised a total of $55 million in 3.5 years. The new funding will accelerate product development and bring operational efficiencies to market. It will also enable FundGuard to meet the demands of alternative funds, insurers, and more.
FundGuard has hired industry veterans for its sales team. In addition to Kirk Littleton, who brings over 25 years of experience in the investment management technology sales and leadership space, FundGuard has added Alan Schneider, a 25-year veteran of Citi, who joins as Sales Director. Previously, Schneider managed the business with over $1 trillion in assets at Citi. He will be focusing on expanding the company’s revenue opportunities and supporting its global growth strategy.
AI-powered software-as-a-service investment management platform
Powered by artificial intelligence, FundGuard is a software-as-a-service investment management platform that allows fund managers to efficiently manage investments across asset classes. It provides a platform that can help automate and streamline fund administration, reporting, and reconciliation. Its algorithms are trained to identify data mismatches and anomalies and automatically resolve them. Its advanced technology also allows for the generation of actionable insights, such as predictive modeling, portfolio validation checks, and investment news research.
In addition to its AI technology, FundGuard offers a number of other solutions. It provides customizable thresholds for rules-based trading, and allows managers to add layers of oversight to their processes. FundGuard also supports operations automation and migration to the cloud, allowing fund administrators to better manage investments and cut costs. It also provides real-time support, allowing fund administrators to quickly address and resolve issues.
The company has been busy this year, announcing an enhanced investment accounting solution, adding new asset management customers, and closing more than $55 million in funding. Among its investors are Team8 Capital, Blumberg Capital, LionBird Ventures, Maccabee Ventures, and Mindset Ventures.
FundGuard’s Contingency and Oversight NAV product is a fully automated operating system that helps protect funds’ valuations during core system failures. It also addresses systemic risks such as long-term outages and cyberattacks. FundGuard’s technology also helps improve investment performance, reduce fees, and generate actionable insights.
AI-powered asset servicing company
Powered by AI, FundGuard is a new multi-asset class operating platform that manages investments across asset classes. It automates fund administration, reporting, reconciliation, and exception management. It also executes new products and services at scale, providing clients with new product offerings at lower costs. It supports a broad range of asset classes, including ETFs, mutual funds, and alternative investments.
FundGuard’s technology is cloud-native and supports the use of modern cloud technologies. It enables crypto-asset services and new products and services, and it also delivers new insights. It can detect and resolve data breaks and mismatches, perform investment news research, and check portfolio validation. It can also identify potential fraud and improve operational key performance indicators.
FundGuard’s technology is designed to help asset managers improve the performance of their investments. It can also bolster risk modeling and forecasting. It also can help asset managers reduce costs and increase operational efficiency. Its system is designed to be future-ready and is constantly evolving to meet new challenges.
FundGuard also hired industry veterans as sales directors. The company has hired Kirk Littleton, a former trading platform sales leader at InvestCloud, and Alan Schneider, a former managing director of Citi. Both are well-known in the investment management technology space and will be a great asset to the company.