PackHedge

PackHedge

by FinLab Solutions

Who Uses PackHedge?

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

What Is PackHedge?

www.finlab.com 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 FoFs), CRM & document management, workflow and flexible reporting.

PackHedge Details

FinLab Solutions

https://www.finlab.com

Founded 1999

PackHedge Cost Overview

PackHedge does not have a free version but does offer a free trial. PackHedge paid version starts at USD 4,500.00.

Starting Price

USD 4,500.00

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Installed - Windows

Training

In Person

Live Online

Documentation

Support

24/7 (Live Rep)

Business Hours

Online

PackHedge Features

Hedge Fund Software
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Reporting
Data Import/Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Rebalancing
Real Estate
Risk Management

PackHedge Reviews

Showing 5 of 9 reviews

Overall
4.9/5
Ease of Use
4.3/5
Customer Service
4.9/5
Features
4.3/5
Value for Money
4.6/5
Philippe P.
Quantitative Analyst
Banking, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 09/08/2018

"Robust & Easy to Use"

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

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

Vendor Response

by FinLab Solutions on 14/08/2018

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.

  • Reviewer Source 
  • Reviewed on 09/08/2018
Dino G.
Managing Partner
Financial Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 24/02/2020

"Excellent Software and Customer support"

Comments: We use PackHedge as main Hedge Fund database reporitory, rely on it for our Research, Analysis and Due Diligence process and related report generation.
We make extensive use of Pack Hegde's Shadow Accounting module and client reporting.
In general it is an easy to use and flexible product which suits our needs well. When things become tricky the customer services usually provides quick and efficient solutions.
I would definitely recommend it.

Pros: Provides the possibility to acquire and import data from different sources and databases. Can be used as a centralized database. Is an easy to use Shadow Accounting tool For Hedge Fund portfolios. Provides shadow accounting features for other securities as well including PE
It is possiible to generate many types of custom made reports
Excellent and very efficient Customer Service / Support.

Cons: Some features can be complex, in particular on the reporting side. Good SQL programming skills are rquired to fully use the potential of PackHedge.

  • Reviewer Source 
  • Reviewed on 24/02/2020
Heloisa M.
COO
Investment Management, 13-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 01/06/2020

"Robust and Excellent customer support"

Comments: It has been a great solution for our shadow accounting, being able to have management and performance fee calculation in one place instead spreadsheets is great. It took some time to implement since most of our funds had more than 5 years of data, input the whole past was a challenge from our side.
They also developed our very detailed client report.

Pros: The system is flexible and customizable. We were able to implement shadow NAV calculation, we have more than 40 portfolios (FoF) with different performance fees, share classes, series and the system can handle everything, if not they can develop for you. The system can support capital calls, distributions, calculate IRR and etc.

Cons: The system interface is a bit old-fashioned so some people in the office complained in the beginning.

  • Reviewer Source 
  • Reviewed on 01/06/2020
Verified Reviewer
Analyst - Portfolio Management Group
Financial Services, 1,001-5,000 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 15/09/2019

"PackHedge - Ahead of the Pack"

Comments: Great all-in-one solution for our fund. Creates a customized, efficient layout of need-to-know data.

Pros: Our team gets all of our data from Bloomberg Terminals, and PackHedge is able to accommodate the input of complex data directly into its system.

Cons: As a fairly complex software, it is difficult at times being able to realize the full potential of options that PackHedge offers. Takes some time to get accustomed to it.

  • Reviewer Source 
  • Reviewed on 15/09/2019
Pablo D.
Fund Manager
Investment Management, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 04/09/2018

"Fast and versatile"

Comments: We use it for shadow accounting on a FoHF and also for private equity, real estate, hedge funds and consolidated reporting. It took some time to get everything customized, but it works well and it's much more flexible than other solutions we tested.

Pros: Flexible, programmable and customizable.
Can acquire and import data from different sources and databases.
Can be used as centralized database, as portfolio management tool and for shadow accounting in one place.

Cons: At times complex, requires sql programming skills to make the most of it.

Vendor Response

by FinLab Solutions on 06/09/2018

We sincerely appreciate your input and always strive to make PackHedge as easy and simple as possible to use. Sometimes powerful flexibility entails some complexity which we constantly work to simplify.

  • Reviewer Source 
  • Reviewed on 04/09/2018