FinLab Solutions

PackHedge

5 / 5 3 reviews

Who Uses This Software?

PackHedge clients include; Investment Managers/Advisors/Consultants, Institutional/Private Banks, Family Offices, Sovereign/Educational/Charitable Endowments, Funds of Funds and Managed Accounts.


Average Ratings

3 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $5,000.00/year/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • FinLab Solutions
  • www.finlab.com
  • Founded 1999
  • Switzerland

About PackHedge

PackHedge by FinLab Solutions SA is a leader amongst investment management solutions for all types of funds (HF, Mutual Funds, Private Equity, UCITS, ETF, Real Estate, etc.) and other investment vehicles (Equities, Forwards, Currencies, etc.). Providing research & analysis, risk management, portfolio construction and shadow accounting, liquidity & cash-flow forecasting/analysis (for portfolios, managed accounts and funds of funds), CRM & document management, workflow and flexible reporting.


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PackHedge Features

  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

PackHedge Reviews Recently Reviewed!


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Robust & Easy to Use

Aug 09, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: - Work very well with Microsoft Excel (data input and excel report generation)
- Handle very well time series from multiple sources.
- Able to implement Shadow Accounting of any portfolio (Fund of Hedge Funds in our case)
- Able to generate tailored made analytical reports based on our FoHF (including Performance Contribution & Attribution, Liquidity Analysis, ...)

Cons: - The esthetics of some graphs and tables needs some more work. This can be easily solved by creating tailored made excel reports

Overall: - Quick report generation for our different committees
- Screening and selection of funds provided you are a subscriber of one (or more) fund database

Vendor Response

by FinLab Solutions on August 14, 2018

Many thanks for your feedback which we sincerely value. We will conduct a review of our standard report templates with a view to improving the esthetics.

Happy user for years

Aug 09, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: It's a good tool for fund of funds managers. Shadow accounting features are good, and you can build your own reporting based on that data. Everything you put in the software can be extracted with advanced analysis on top of that.

Cons: Some exposure level data hard to track.

Overall: Good experience working with the company overall. They have very skillful and helpful customer service.

Vendor Response

by FinLab Solutions on August 14, 2018

We continue to further improve the exposure data capture and exposure analysis functions. We have added a lot of new functionality in this area in the next version of PackHedge to be released soon.

Packhedge product review

Aug 09, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Sophisticated, compact statistics engine for analyzing investment funds, ETFs, single securities.

Cons: Exporting to database applications could be easier, with scheduling options built into the basic product. Report writing could be easier/offer better graphics/display options. Holdings-based factor analysis option would be a good option.

Overall: Satisfied with the product and support

Vendor Response

by FinLab Solutions on August 14, 2018

Many thanks for your feedback which we sincerely value. Interfacing with other solutions (databases) to synchronize data across solutions can be challenging, We try to simplify this as much as possible. The scheduling of many tasks from report production to portfolio valuations and data synchronization are available with the Scheduler module. We continue to further improve the exposure data capture and exposure analysis functions and this includes holdings data. We have added a lot of new functionality in this area in the next version of PackHedge to be released soon.