Description
🖼️ Tool Name:
FundGuard
🔖 Tool Category:
AI-powered investment accounting & fund oversight platform; it falls under the category of Finance, Forecasting & Dashboards, Governance & Compliance, and Analytics & Dashboards.
✏️ What does this tool offer?
FundGuard is a cloud-native, AI-driven platform designed for asset managers, fund administrators, and custodians.
It modernizes fund accounting, investment book of record (IBOR), NAV oversight, and financial reconciliation through real-time AI intelligence and fully automated workflows.
⭐ What does the tool actually deliver based on user experience?
• AI-powered fund accounting
• Automated NAV calculations & oversight
• Real-time investment book of record (IBOR)
• Reconciliation automation
• Risk & anomaly detection in accounting data
• Portfolio insights & compliance monitoring
• Workflow orchestration for fund operations
• Cloud-native multi-tenant infrastructure
• Dashboards for financial & operational performance
• Integrations with custodians, administrators & market data sources
🤖 Does it include automation?
Yes — FundGuard is built with deep automation:
• Automated NAV oversight & validation
• Auto-reconciliation of transactions
• AI-driven anomaly detection
• Automated data ingestion from custodians & systems
• Workflow automation for fund operations
• Auto-generated reports for compliance & auditing
• Continuous monitoring of accounting integrity
💰 Pricing Model:
Enterprise subscription (B2B financial institutions)
🆓 Free Plan Details:
• No free plan
• Demo and pilot programs available
💳 Paid Plan Details:
• Full fund accounting suite
• Automated reconciliation
• AI oversight & compliance tools
• Integrations with custodians & fund systems
• Enterprise security & SLAs
• Multi-team & multi-entity support
• Custom institutional pricing
🧭 Access Method:
• Web platform
• API integrations
• Cloud-native SaaS deployment
• Enterprise onboarding
🔗 Experience Link: