PackHedge™

PackHedge™

FinLab Solutions SA
5.0 out of 5 stars
Broadridge Risk Master PackHedge™

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Broadridge Risk Master:

About

Risk Master helps mutual funds and ETF providers control market and credit exposure across asset classes and investment strategies. Users can efficiently run historical scenario analysis, calculate VaR and apply portfolio stress factors for comprehensive risk reporting. Our cloud-based risk management system is integrated with our order management (OMS) and portfolio management (PMS) systems in a single application. Consolidate your approach to risk exposure. Our representatives and specialists are ready with the solutions you need to advance your business. Stay focused on your core business while meeting regulatory requirements with our expertise and data-driven solutions. Asset managers use Broadridge's platform. Broadridge, a global Fintech leader with $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives.
PackHedge™:

About

PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.
Broadridge Risk Master:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
PackHedge™:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Broadridge Risk Master:

Audience

Enterprises interested in a solution to mitigate risk across all markets and asset classes
PackHedge™:

Audience

Family Offices, Wealth Managers, Investment Managers, Chief Investment Officers, Private & Institutional Banks, Endowment & Sovereign Funds, Pension & Insurance Funds, Funds of Funds, Managed Accounts & Fund Managers.
Broadridge Risk Master:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
PackHedge™:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Broadridge Risk Master:

API

Offers API Not Supported
PackHedge™:

API

Offers API Supported
Broadridge Risk Master:

Screenshots and Videos

PackHedge™:

Screenshots and Videos

Broadridge Risk Master:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
PackHedge™:

Pricing

$5,000 per year
PackHedge™ is a modular solution allowing customers the flexibility to choose the modules they need. Both Fixed and Floating (concurrent user) licences are offered.
Free Version Not Supported
Free Trial Supported
Broadridge Risk Master:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
PackHedge™:

Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
PackHedge™:

Pros & Cons from Real Users

Pros

  • We have been very happy users for many years using the PackHedge tool to select the funds appropriate for our portfolios with defined risk targets. The portfolio accounting covers every requirement and we have customized internal and client reports in accordance with our needs. We like the stress testing, scenario analysis and other research tools. We also use it as an effective marketing tool.
  • Powerful software which can be used for a broad range of multi-asset portfolio management, fund database, transaction reconciliation, shadow accounting and investment analysis. It's functional off-the-shelf and doesn't require complex implementations, but also has extensive customizations, query and reporting options which enable to model any asset, combine and extract data on an individual or consolidated basis and create all kinds of portfolios and trading simulations. The software can integrate with different fund databases and data sources, and it can be used locally with audit trail and user rights.
  • Very easy to customize to our needs with custom fields, custom time series, custom windows, custom instruments, custom categories, custom reports, etc. The data management functionalities are way ahead of other solutions. The portfolio management and shadow accounting functionalities for mixed assets, together with the workflow tools, the rules & alarms, the contribution analysis by segment, the risk analytics, the stress testing, the due diligence and the powerful reporting, cover all our needs and more.

Cons

  • It provides a lot of in depth functionalities and requires time to make the best use of this tool. However, the training and client support help enormously!
  • The most advanced reporting features require designing reports in Jasper. Modelling derivatives and mortgages can be complex.
  • With such a rich range of functionalities, it does require time to learn how to make the best use of PackHedge™.
Broadridge Risk Master:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
PackHedge™:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Broadridge Risk Master:

Company Information

Broadridge
United States
www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/credit-and-market-risk
PackHedge™:

Company Information

FinLab Solutions SA
Founded: 1999
Switzerland
www.finlab.com
Broadridge Risk Master:

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PackHedge™:
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Broadridge Risk Master:
PackHedge™:
Allvue

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Broadridge Risk Master:

Categories

PackHedge™:

Categories

PackHedge™:

Financial Risk Management Features

Compliance Management Supported
Credit Risk Management Supported
For Hedge Funds Supported
Liquidity Analysis Supported
Loan Portfolio Management Supported
Market Risk Management Supported
Operational Risk Management Supported
Portfolio Management Supported
Portfolio Modeling Supported
Risk Analytics Benchmarks Supported
Stress Tests Supported
Value At Risk Calculation Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Fund Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Activity Tracking Supported
Asset Management Supported
Bank Reconciliation Supported
Budgeting & Forecasting Supported
Compliance Management Supported
Donor Management Not Supported
General Ledger Supported
Partnership Accounting Not Supported
Purchasing & Receiving Not Supported

Hedge Fund Features

Compliance Management Supported
Contact Management Supported
Investor Accounting Supported
Investor Reporting Supported
P&L Calculation Supported
Partnership Accounting Not Supported
Performance Analysis Supported
Portfolio Analysis Supported
Portfolio Management Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Supported
Data Warehousing Supported
For Investment Advisors Supported
For Traders Supported
Order Management Supported
Portfolio Accounting Supported
Portfolio Rebalancing Supported
Risk Management Supported
Tax Management Not Supported
Technical Analysis Supported
Wash Sale Detection Not Supported
Broadridge Risk Master:

Integrations

AccessFintech Supported
Bloomberg Not Supported
Quandl Not Supported
Yahoo Finance Not Supported
PackHedge™:

Integrations

AccessFintech Not Supported
Bloomberg Supported
Quandl Supported
Yahoo Finance Supported
Broadridge Risk Master:
Claim Broadridge Risk Master and update features and information
Claim Broadridge Risk Master and update features and information
PackHedge™:
Claim PackHedge™ and update features and information
Claim PackHedge™ and update features and information