--- description: ¿Qué es y para qué sirve HedgeGuard? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es HedgeGuard? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Software para gestión de fondos de inversión](/directory/10060/hedge-fund/software) > [HedgeGuard](/software/166999/hedgeguard) # HedgeGuard Canonical: https://www.capterra.mx/software/166999/hedgeguard Página: 1 de 2\ Siguiente: [Página siguiente](https://www.capterra.mx/software/166999/hedgeguard?page=2) > Software de front-office, middle-office y back-office para startups o fondos de inversión y administradores de activos establecidos. > > Veredicto: 9 usuarios lo han valorado con **4.7/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa HedgeGuard? El sistema de gestión de cartera de integral se ofrece a los fondos de inversión, oficinas familiares y administradores de activos, e incluye asistencia en tiempo real y capacitación de usuarios. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.7/5** | 9 Opiniones | | Facilidad de uso | 4.7/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.9/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.9/5 | Basado en las opiniones generales | | Funciones | 4.3/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: HedgeGuard - **Ubicación**: Paris, Francia - **Constitución**: 2006 ## Contexto comercial - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500 - **Despliegue y plataformas**: Cloud, SaaS, Web, Windows (desktop) - **Idiomas admitidos**: inglés - **Países disponibles**: Brasil, Canadá, Corea del Sur, Estados Unidos, Francia, Japón, Luxemburgo, RAE de Hong Kong (China), Reino Unido, Singapur ## Funciones - Alertas y notificaciones - Análisis de carteras - Benchmarking - Bonds/Stocks - Contabilidad de carteras - Creación de informes de inversores - Gestión de carteras - Gestión de riesgos - Métricas de rendimiento - Portal de clientes - Requilibrado de carteras - Seguimiento de inversiones - Seguimiento de la conformidad ## Opciones de asistencia - E-mail/Help Desk - Asistencia telefónica ## Categoría - [Software para gestión de fondos de inversión](https://www.capterra.mx/directory/10060/hedge-fund/software) ## Categorías relacionadas - [Software para gestión de fondos de inversión](https://www.capterra.mx/directory/10060/hedge-fund/software) - [Software de gestión de carteras](https://www.capterra.mx/directory/20010/investment-management/software) - [Software de gestión de cartera de valores](https://www.capterra.mx/directory/31242/stock-portfolio-management/software) ## Alternativas 1. 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[Dynamo Software](https://www.capterra.mx/software/67068/dynamo) — 4.6/5 (34 reviews) ## Opiniones ### "A very handy customized trading and portfolio monitoring tool" — 5.0/5 > **Ludovic** | *16 de agosto de 2019* | Servicios financieros | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: - 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... > > **Puntos en contra**: - Need time to set up perfectly - 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** | *2 de octubre de 2019* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: It’s efficient, stable and integrates well with my other softwares (Microsoft, SQL, etc.) > > **Puntos en contra**: Nothing really, everything was on point. > > Great company with a great product ----- ### "HedgeGuard brought a unique combination of PMS and middle-office services that perfectly complements" — 4.0/5 > **Guillaume** | *20 de agosto de 2019* | Servicios financieros | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. 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. ----- ### "Great Patnership" — 5.0/5 > **Alessandro** | *25 de septiembre de 2025* | Gestión de inversiones | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: The great willingness to meet all the client’s needs and the ease of use of the Portfolio Management System > > **Puntos en contra**: 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 ----- ### "Good System with Good People" — 5.0/5 > **Chris** | *3 de septiembre de 2019* | Gestión de inversiones | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ----- Página: 1 de 2\ Siguiente: [Página siguiente](https://www.capterra.mx/software/166999/hedgeguard?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/166999/hedgeguard) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pt | | | pt-PT | | | sv | | ----- ## Datos estructurados