FundGuard, the first fully cloud-native, AI-powered multi-asset and multi-book investment accounting platform today announced the successful delivery of its implementation partner training program to Meradia, a leader in operations and technology consulting for the global investment management industry.
As the demand for consolidated, real-time investment accounting solutions continues to rise, FundGuard is making it easier for their clients to adopt and maximize the potential of its transformational technology across global investment operations. The launch of the FundGuard Implementation Partner Program reflects their ongoing commitment to fostering innovation within the asset management industry.
“We are grateful to Meradia for their collaboration in the inaugural rollout of our program,” said John Lehner, President, FundGuard. “We look forward to working closely with Meradia and all of our certified partners to expand our network and help clients achieve their goals with greater efficiency and scalability.”
The FundGuard Implementation Partner Program introduces a structured certification pathway that ensures partners can gain proficiency in using the platform. The program offers three certification levels: Foundations, Intermediate, and Expert. Each level is tailored to help partners build progressively deeper expertise, beginning with a foundational understanding of the platform and progressing toward more advanced skills for complex implementation scenarios.
“Meradia is proud to be the first consulting firm to be certified on FundGuard’s solution,” said Scott Wybranski, CFA, President & CEO, Meradia. “We’re excited to leverage this partnership and our enhanced expertise to continue driving value and innovation for our clients in the investment management industry.”
By achieving certification through the program, partners will not only gain expertise in FundGuard’s platform but also enjoy several exclusive benefits. Certified partners receive:
- Industry recognition for their mastery of FundGuard’s platform among financial institutions looking for skilled implementation experts.
- Direct access to business opportunities with a growing network of financial institutions and asset managers seeking advanced cloud-native solutions for their investment accounting needs.
- Advanced knowledge of FundGuard’s platform to offer superior service, enabling their clients to transition smoothly to a more efficient and scalable solution.
By providing specialized training and certification for partners, FundGuard is ensuring that industry consultants and integrators are well-equipped to lead ongoing digital transformation and respond effectively to the increasing demand for skilled professionals who can navigate the complexities of modern investment accounting.
About FundGuard
FundGuard is a cloud-native SaaS platform for investment management and administration that is powered by AI. FundGuard helps asset managers and their service providers to manage mutual funds, ETFs, hedge funds, insurance products, and pension funds, supporting digital transformation, operations automation, AI-based insights, resiliency, and migration to the cloud. FundGuard is backed by strategic partners including Citi and State Street, and investment firms Blumberg Capital, Key1 Capital, LionBird Ventures, and Team8, among others. Please visit www.fundguard.com.
About Meradia
Meradia is a leader in operations and technology consulting for the global investment management industry. Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting. Our consultants leverage decades of experience in investment performance measurement, front-to-back office operations, and technical platforms to optimize your firm’s functionality. For more information, visit Meradia.com.
Press Inquiries
Erika Alter, Marketing Director, FundGuard
erika.alter@fundguard.com, +1 718-514-5783
Ava Strasinski, Marketing, Meradia
astrasinski@meradia.com, +1 610-738-7140