PackHedge™ vs. VISE Comparison


PackHedge™ FinLab Solutions SA	VISE Vise	+	+
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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 Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.
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	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
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 RIAs & financial advisors looking for an investment management platform to build personalized portfolios while scaling their practice
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or 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 Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 5.0 / 5 ease 4.7 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	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
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™.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information FinLab Solutions SA Founded: 1999 Switzerland www.finlab.com	Company Information Vise Founded: 2016 United States vise.com
Alternatives AlternativeSoft	Alternatives VGG Image Search Engine Visual Geometry Group
Deriscope	Sharesight
Risk Shell ABC Quant	Fundamental Portfolio Manager Fundamental Software
Allvue Allvue Systems	PDFOCR
Dynamo Software View All	PackHedge™ FinLab Solutions SA View All
Categories Cash Flow Forecasting Supported Due Diligence Supported Financial Reporting Supported Financial Risk Management Supported Fund Accounting Supported Hedge Fund Supported Investment Management Supported Private Equity Supported Reconciliation Supported Stock Portfolio Management Supported	Categories Investment Management Supported Stock 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 Show More Features 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 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 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 Not Supported Benchmarking Supported Bonds / Stocks Supported Client Management Not Supported Commodities Supported Compliance Reporting Not Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Not 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 Not Supported Data Warehousing Not Supported For Investment Advisors Supported For Traders Not Supported Order Management Not Supported Portfolio Accounting Not Supported Portfolio Rebalancing Supported Risk Management Supported Tax Management Supported Technical Analysis Not Supported Wash Sale Detection Supported
Integrations Altruist Not Supported Bloomberg Supported Charles Schwab Not Supported Fidelity Not Supported Nitrogen Not Supported Quandl Supported Yahoo Finance Supported View All 3 Integrations	Integrations Altruist Supported Bloomberg Not Supported Charles Schwab Supported Fidelity Supported Nitrogen Supported Quandl Not Supported Yahoo Finance Not Supported View All 4 Integrations
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