PackHedge™

PackHedge™

FinLab Solutions SA
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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.

About

StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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.

Audience

Individual Investors, Investment Advisors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

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
Free Trial

Pricing

$74.99 per year
14-day free trial - no signup or credit card required. Then $74.99 / year.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 1.5 / 5
ease 1.6 / 5
features 1.4 / 5
design 1.6 / 5
support 1.8 / 5

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™.

Pros & Cons from Real Users

Pros

  • Same as other recent reviews, no longer works for anything and support saying they are fixing but left with an app that sucks 20% cpu and does nothing, no stock price updates, GUI was changed and can't see anything in one screen without scrolling.
  • Using the app for over a year. It only had a couple of minor quirks, but worked well and met my needs for tracking. Since new management took over it went downhill and now no longer gets quotes. Support is reasonably quick, though no solutions, just blaming Yahoo for issues.
  • Nothing works any longer. I have been using this app for years. The new ownership of this app, not only ruined the UI, nothing works any longer; no more update of the quotes or calculation of day gains with yahoo finance. When you get in touch with support, you get the same useless message. My subscription is coming to en end this month, so at least I won't have to waste $75 for renewal.
  • Nothing at present. This software is no longer fit for purpose which is a real shame as it used to be one of my favourite programs.
  • Easy to use for stocks, but a real mess for bonds or unlisted funds. Nice graphs when they are correct. Good data feeds.

Cons

  • My renewal is also coming up soon and will be moving to something else.
  • New management wasted effort working on the UI and not adding new functionality and they broke the online sync.... iPad/iPhone apps were not great, but at least tolerable. Basically its a Stock tracker app that has not received any quotes going on 3 weeks now.
  • Nothing works and no words from support for a fix; it has been this way since the company got sold.
  • After many years of enjoying what was a solid monitoring tool, the latest versions (since change of CEO ??) has. been an absolute disaster. No longer can I synch between laptops, the Yahoo feed is broken and now not updating. They issued an update recently which had to be pulled - do they not test their software before releasing it. Although I paid for a year's subscription in April 2023, they demand another £37 today (31 Jul 2023). They don't make it clear what version you're on. God, how I miss MS Money 2005 !!!
  • The new version is a complete disaster in terms of synchronization, the data is completely different between the Mac and the iPhone for the same account. Their client service is very nice, but the issue has been ongoing for two months and still no fix or news. The asset allocation graphs by asset class or categories has bugs.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FinLab Solutions SA
Founded: 1999
Switzerland
www.finlab.com

Company Information

StockMarketEye
Founded: 2008
United States
www.stockmarketeye.com

Alternatives

Alternatives

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Risk Shell

ABC Quant
Deep Pool

Deep Pool

Deep Pool Financial Solutions
Allvue

Allvue

Allvue Systems

Categories

Categories

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Financial Reporting Features

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

Financial Risk Management Features

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

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Bloomberg
Quandl
Yahoo Finance

Integrations

Bloomberg
Quandl
Yahoo Finance
Claim PackHedge™ and update features and information
Claim PackHedge™ and update features and information
Claim StockMarketEye and update features and information
Claim StockMarketEye and update features and information