---
description: Learn more about HedgeGuard pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
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title: HedgeGuard Pricing, Reviews & Features - Capterra Canada 2026
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# HedgeGuard

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> Institutional portfolio management software for funds. PMS, OMS and risk across traditional and digital assets, on one book of record.
> 
> Verdict: Rated **4.7/5** by 9 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses HedgeGuard?

Hedge funds, asset managers, family offices and crypto-native funds. Built for managers who have outgrown spreadsheets but not the enterprise platforms.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 9 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support Software | 4.9/5 | Based on overall reviews |
| Value for Money | 4.9/5 | Based on overall reviews |
| Features | 4.3/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: HedgeGuard
- **Location**: Paris, France
- **Founded**: 2006

## Commercial Context

- **Starting Price**: US$1,500.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: HedgeGuard is priced as a subscription that scales with the size and complexity of what you run, rather than as a licence plus a separate implementation fee. Pricing depends on AUM, the number of funds and legal entities, the asset classes involved, and whether you take the software alone or add outsourced middle-office services. There is no upfront setup cost. We quote against your actual fund structure during discovery.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: Brazil, Canada, France, Hong Kong SAR China, Japan, Luxembourg, Singapore, South Korea, Switzerland, United Kingdom, United States

## Features

- Alerts/Notifications
- Benchmarking
- Bonds/Stocks
- Client Portal
- Compliance Tracking
- Investments Tracking
- Investor Reporting
- Performance Metrics
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Rebalancing
- Risk Management Software

## Integrations (1 total)

- 11:11 Disaster Recovery as a Service

## Support Options

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

## Category

- [Hedge Fund Software](https://www.capterra.ca/directory/10060/hedge-fund/software)

## Related Categories

- [Hedge Fund Software](https://www.capterra.ca/directory/10060/hedge-fund/software)
- [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software)
- [Stock Portfolio Management Software](https://www.capterra.ca/directory/31242/stock-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.ca/software/1074481/Morningstar-Direct) — 4.1/5 (278 reviews)
2. [Unity](https://www.capterra.ca/software/1036792/unity) — 5.0/5 (3 reviews)
3. [PortfolioShop](https://www.capterra.ca/software/157187/reconadvantage) — 4.8/5 (4 reviews)
4. [AMDIS](https://www.capterra.ca/software/1012860/am-dis) (0 reviews)
5. [Archway](https://www.capterra.ca/software/80788/atweb) (0 reviews)

## Reviews

### "Great Patnership" — 5.0/5

> **Alessandro** | *September 25, 2025* | Investment Management Software | Recommendation rating: 10.0/10
> 
> **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.
> 
> The collaboration is really good, both the PMS and the middle office work excellently, with an excellent quality-price ratio

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### "A very handy customized trading and portfolio monitoring tool" — 5.0/5

> **Ludovic** | *August 16, 2019* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **Pros**: - Tailor made software that perfectly fits all our requirements&#10;- Excel interface so you work in a familiar environment&#10;- 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&#10;- Previous version were a bit slow (now it's satisfactory)
> 
> 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.

-----

### "Great PMS" — 5.0/5

> **Jad** | *October 2, 2019* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: It’s efficient, stable and integrates well with my other softwares (Microsoft, SQL, etc.)
> 
> **Cons**: Nothing really, everything was on point.
> 
> Great company with a great product

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### "HedgeGuard brought a unique combination of PMS and middle-office services that perfectly complements" — 4.0/5

> **Guillaume** | *August 20, 2019* | Financial Services Software | Recommendation rating: 8.0/10
> 
> **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.&#10;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.
> 
> 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.&#10;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.

-----

### "Good System with Good People" — 5.0/5

> **Chris** | *September 3, 2019* | Investment Management Software | Recommendation rating: 9.0/10
> 
> **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.
> 
> My experience with them was very positive and we were happy to have chosen them as our PMS provider.

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