FundGuard is the new era investment accounting utility that is transforming legacy investment operations with our AI-powered, cloud native and multi-asset class SaaS platform for asset managers, asset owners, custodian banks and fund administrators. Led by an experienced team of technology innovators and industry experts, our mission is to help investors around the world to accumulate and grow their assets safely and efficiently.
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Office & Welfare Admin at FundGuard | Graduated Psychology & Business administration Dual B.A at Reichman University
??? The clocks are changing, and so can you! Whether it’s summer or winter, at FundGuard we’ve got you covered—with exciting opportunities, an amazing team, and of course, the best swag! Looking for your next career move? Now’s the time! ??https://lnkd.in/d3c4Xkix #NewOpportunities #FundGuard #JoinUs #Spring
The Nordics: Cutting-Edge Innovation or the Divine Right of Caution? Throwing back this Thursday to Thomas Eikrem's summary of our November 2024 Nordics roundtable, where our inaugural participants discussed the evolution of next-generation operating models, cloud adoption, and alternative investments: https://hubs.ly/Q035TcSN0 The Nordics series continues, in collaboration with Fencore, with sessions coming up on 8 April in Stockholm and 10 April in Oslo. In cooperation with participants old and new, we look forward to diving deeper into these topics, swapping insights and debating strategies. Please get in touch with Antony Slee to reserve your seat at the table. ?? Photo credit: Thomas Eikrem, Copenhagen Roundtable, November 2024
The #assetmanagement ecosystem is facing a critical challenge: how to evolve operational and technological processes to meet the moment while continuing to drive efficiency and competitiveness. At InvestOps US 2025, FundGuard’s President, John Lehner, moderated a panel of industry leaders from Morgan Stanley, Northern Trust, Principal Asset Management, Kennedy Capital, and CIBC Mellon to tackle this very issue. Key takeaways from the discussion: -AI is gaining traction, with early use cases in valuation predictions, trade reconciliation, and client reporting. -Data infrastructure is crucial, but firms struggle with standardization and integration. -Alternative assets & derivatives are driving new operational capabilities, while traditional operations focus on efficiency. -Cloud migration is accelerating, but legacy tech challenges remain in data extraction and client reporting. Read our latest blog for more insights from the panel: https://hubs.ly/Q03dzz8j0
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We had a host of great sessions this afternoon, including Ravi Patel from FundGuard and Chris Mills from Citisoft who came together to discuss the future of middle & back office, and how firms can best position themselves to survive and thrive in a competitive future.?? We also heard about the importance of data-driven customer focus from a global telecoms leader when Fidelity International's Nina Jones sat down with Keri Gilder from Colt Technology Services for an insightful fireside chat. Finally, #EngineInnovator alumni joined us to share their graduation and innovator reflections! ???Moderated by Fundipedia’s Simon Swords, we heard from Lucy Walker (AM Insights), Igor T. (Intellibonds), Charlie Barlow (tumelo) and Thomas Oberlechner, PhD (BehaviorQuant). Head of IA Engine Gillian Painter then rounded off a brilliant day with some closing remarks. ?? Thank you for joining us at #EmTech2025! ????
The London EmTech event by IAEngine kicks off in less than an hour. Will you be there? Drop by FundGuard's booth this morning to catch up with Antony Slee, and don't miss Ravikiran Patel in conversation with Citisoft's Chris Mills during their "FOBO" panel. ??
Join us at EmTech Global! Managing Director Chris Mills takes to the stage with FundGuard's Ravikiran Patel to discuss FOBO: The Future of Back (and Middle) Office. The pace of change in the asset management space is accelerating at lightning speed, driving asset managers, asset servicers and related providers to double down on operational optimisation. But what exactly do these participants need and how can firms best position themselves to survive and thrive in this competitive future? When & Where ?? The Investment Association's EmTech Global | London, UK ?? Tuesday 25 March ? 15:10 - 15:30 | FOBO: The Future of Back (and Middle) Office Find out more: https://bit.ly/4iUtX0v #InvestmentManagement #EmTechGlobal2025
Our talented team of industry innovators is breaking the cycle of technological stagnation and redefining investment operations across the #assetmanagement ecosystem. Ready to be part of our change-making team? Visit fundguard.com/careers to view our open roles across the globe. #discoverpossible #fintech #transformatinalchange #poweredbyfundguard #fundguardjobs #comeworkwithus Featured FundGuardians: Diane McLoughlin, Ramesh Chilukuri, John Reilly, Gabi Zeevi, Antony Slee ?? Produced by NewView.Media Video Marketing
Why compromise on achieving your ideal IBOR? Stop being limited by legacy tech. In his latest blog, FundGuard CEO, Lior Yogev, explains how evolving your IBOR can lead to a unified investment accounting platform capable of powering multiple business views across the front, middle and back office with a single source of truth - eliminating the redundant costs and growing risk of current status quo systems. Remove the lens of legacy tech and discover possible with FundGuard: https://hubs.ly/Q03cS6-Z0 #assetmanagement #investmentoperations #IBOR #transformativetech #dynamicaccounting #nocloudwashing #discoverpossible
?? Empowering the Next Generation of Leaders in Fintech ?? As we continue our recognition of women driving change in #FinTech, today we’re spotlighting Melissa Monahan, one of the inspiring voices featured in our recent International Women's Day blog: https://lnkd.in/esY5K9Hk #comeworkwithus #fundguardcareers #fundguardjobs #transformationalchange
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With just one week to go there’s a few last tickets up for grabs for IAEngine’s EmTech Global Conference ?? Don’t miss out on your opportunity to hear from some of the most exciting names in fintech and innovation and learn about the latest technological advances in the investment management industry! Register here: https://lnkd.in/dpH6cgAq We can’t wait to welcome our amazing line up to this year’s conference, including: ?? Max McKechnie, Global Market Strategist, J.P. Morgan Asset Management, who will be discussing the evolving landscape for investment management and innovation ?? Lauren Dixon, CDO, Financial Conduct Authority, who will be sharing the regulator’s view on supporting innovation, ambition and opportunity ?? Jason Webb, Director of Web3, SS&C Technologies, Ruben Nieto Martin-Vares, Managing Director, Allfunds Blockchain S.L.U and Liz Lawson, Lead Digital Assets Analyst, T. Rowe Price UK who will be joining a panel on the future of tokenisation and distributed ledger technology ?? Symon Garfield, Director Capital Markets Advisory & Digital Strategy, Worldwide Financial Services, Microsoft, who will be discussing how AI is revolutionising investment strategies and facilitating unprecedented efficiencies ? Jonathan Cleborne, CFA, Head of Europe, Vanguard,?Cassie Waller, CEO, Santander Asset Management, Dario Crispini, Founder & CEO, Kaizen Reporting, Ouajnat K., CEO, AXA Investment Managers who will be sharing a view from the top on establishing the UK as the world’s leading digital centre for investment management ?? Chi Onwurah MP, Chair of the House of Commons Science, Innovation and Technology Committee, who will be delivering a keynote address on championing the UK’s growth and innovation in Investment Management Thanks to our Innovation Partner Fundipedia and event sponsors DAC Beachcroft, Kaizen, Archax, SS&C Technologies and FundGuard for their support on what is set to be an exciting day.
Leading women, bartender battles and operational panels - wow, what a week! Pictured below: Team FundGuard and friends supporting the Girl Scouts of Eastern MA's Leading Women event: https://lnkd.in/eT6UzimY Ted Leone stirring and shaking for a great cause at YPEM Boston's Battle of the Bartenders, hosted by Expect Miracles Foundation - Financial Services Against Cancer: https://lnkd.in/eqhX7HqS John Lehner leading a panel of operational execs discussing technological transformation at InvestOps in Orlando. Thanks to all who participated and have a great weekend!