Portfolio tracking for people who manage more than one portfolio
Advisors, family offices and small firms need one place to see every client without mixing their data. FundGuards is built for that: a firm with many clients, each with their own portfolios, under a single login.
One login, many clients
Create a firm account, add your clients, and switch between them in a click. Admins can also look across all clients at once.
Client data stays separate
Each client's data is scoped and isolated at the database query level. It is never mixed with another client's, and never shared across firms.
Roles for your team
Give colleagues admin, editor or view-only access, so each person sees exactly the accounts they should and nothing more. Existing users can be invited to your firm and must accept before they get access.
Consistent reporting across clients
Every client gets the same view: performance against benchmarks, allocation by sector, country and currency, and holdings with cost basis and gains.
Frequently asked questions
- How do I get started as a firm?
- Create a firm account, then add clients and portfolios. You can import each client's transaction history instead of re-entering it.
- Can clients see their own portfolio?
- Yes. View-only access lets a person see their accounts without being able to change them.
- Is it free?
- FundGuards is free to use while it is in testing. Paid plans may be introduced later.