Gresham and FundGuard partner to deliver data-first total portfolio insights

May 07, 2026 — NEW YORK and LONDON — Gresham, a leading provider of Enterprise Data Management (EDM) solutions and services to global markets, has announced a strategic partnership with FundGuard, the cloud-native, AI-enabled investment accounting platform.

The partnership integrates FundGuard’s multi-book investment accounting capabilities with Gresham’s EDM solutions. It enables institutional investors, asset managers, and fund administrators to operate from a single source of clean, trusted, and auditable data across public and private asset classes, jurisdictions, and functions.

Despite years of investment in analytics and unified portfolio systems, many firms continue to struggle with fragmentation and intra-day reporting challenges. This collaboration will address that issue by equipping clients with reliable real-time, data-first operations that link investment accounting outputs directly into the enterprise data ecosystem. The combined solution allows firms to make faster, better-informed decisions while improving resilience, transparency, and operational control.

“A true total portfolio view starts with data intelligence,” said Simon Behan, Chief Commercial Officer, FundGuard. “Our partnership establishes a modern foundation for institutional investors who want real-time, multi-asset, multi-book insight without the high costs of a fragmented data architecture”.

“Clients can now rely on a single, consistent, and transparent view of their investment data, driving operational efficiency, performance insight, and regulatory confidence,” said Nathan Wolaver, Chief Revenue Officer, Gresham. “By bringing together enterprise data management, investment accounting and business intelligence tools, our collaboration with FundGuard creates a unified data foundation that helps clients make better-informed decisions with greater control and confidence.”

The Foundation for Unified Portfolio Insight

The partnership directly addresses the root cause of many failed “total portfolio” initiatives: data fragmentation. While the industry debates end-to-end versus best-of-breed platforms, most organizations still lack the foundational infrastructure that ensures clean, validated, and accessible data throughout the investment lifecycle.

By combining FundGuard’s cloud-native investment accounting engine, which unifies cross-asset class IBOR, ABOR, reconciliation, and workflows on a single system, with Gresham’s powerful EDM capabilities, which provide the validated data inputs, lineage, and governance backbone, clients benefit from data that is managed and trustworthy by design.

The joint offering delivers several distinct advantages:

• Technology Integration: Cloud-native architectures ensure tight connectivity from the front through the back office, delivering timely, trusted data that underpins the entire investment management process.
• Scale and Complexity: Firms can grow AUM across asset classes and distribution channels while maintaining consistency and transparency.
• All-in-One Capability: FundGuard’s investment accounting and workflow engine integrates directly into Gresham EDM’s data governance layer, ensuring one cohesive source of truth.
• AI and Automation: Both systems use AI to assure data timeliness, accuracy, and fitness for purpose.
• Continuous Upgrades: Open, extensible architectures support ongoing innovation, scalability, and market expansion.