PackHedge 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if PackHedge is right for your organization?

Our Fund Accounting Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

PackHedge

4.9

(11)

Pricing

Starting at CHF5,000.00 per year

About PackHedge

PackHedge is an investment management platform designed to handle a wide range of investment assets. This includes alternative and traditional funds, hedge funds, private equity, mutual funds, ETFs, equities, indices, bonds, and real estate. The platform serves a diverse clientele such as family offices, managed accounts, fund of funds, banks, pension funds, and charitable organizations.

At the core of PackHedge is a powerful data management engine that provides a rich set of functionalities. This includes statistical and quantitative analysis, performance analysis, attribution and contribution analysis, risk management, scenario and stress testing, research and query tools, asset allocation, portfolio construction, portfolio management, and compliance. The modular design of PackHedge allows it to be integrated into existing infrastructure, catering to the unique needs and budgets of each client.

PackHedge offers several key benefits. It improves compliance and productivity. It enhances client support and marketing effectiveness. It safeguards the investment in and retention of intellectual capital. Additionally, it streamlines workflows and reduces operational risks, providing a...

PackHedge Screenshots

PackHedge Pricing and Plans

Starting price: CHF5,000.00 per year

Free Trial

Free Version

Basic

CHF5,000.00

flat rate, per year

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

PackHedge Features

Popular features found in Fund Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Budgeting/Forecasting
Expense Tracking
Financial Reporting
Income & Balance Sheet
Partnership Accounting
Payroll Management
Real-Time Reporting
More features of PackHedge
Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Audit Trail
Benchmarking
Bonds/Stocks
Cash Management
Chart of Accounts
Client Management
Commodity Futures
Compliance Management
Compliance Tracking
Contact Management
CRM
Cryptocurrency Tracking
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Management
Data Visualization
Document Management
Document Storage
Fee Management
Financial Analysis
Financial Management
Financial Modeling
Financial Risk Reporting
Fixed Asset Management
Forecasting
Foreign Exchange Risks
For Hedge Funds
For Investment Advisors
For Investors & Traders
Fund Management
General Ledger
Historical Reporting
Incident Management
Interest Rate Risks
Investment Management
Investments Tracking
Investor Communication
Investor Management
Investor Reporting
Legal Risk Management
Limit Control
Liquidity Analysis
Market Risk Management
Modeling & Simulation
Modified Dietz Analysis
Monitoring
Multi-Currency
Operational Risk Management
Order Management
OTC
Performance Analysis
Performance Metrics
Portfolio Accounting
Portfolio Analysis
Portfolio Management
Portfolio Modeling
Portfolio Rebalancing
Predictive Analytics
Private Equity
Profit/Loss Statement
Public Equity
Rate of Return Analysis
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Reminders
Reporting/Analytics
Reporting & Statistics
Risk Analysis
Risk Assessment
Risk Management
Risk Reporting
Risk Scoring
Role-Based Permissions
Scenario Planning
Stress Tests
Task Management
Third-Party Integrations
Trade Management
Transaction History
Valuation Management
Visual Analytics
Workflow Management

PackHedge User Reviews

Overall Rating

4.9

Ratings Breakdown

91%

Secondary Ratings

Ease of Use

4.4

Value for money

4.7

Customer support

4.9

Functionality

4.5

Have you used PackHedge and would like to share your experience with others?

Philippe P.

Verified reviewer

Banking

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed August 2018

Robust & Easy to Use

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

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.

Replied August 2018

André A.

Verified reviewer

Banking

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2021

A best-in-class solution and exceptional support.

We have been very happy PackHedge users for many years. We initially used it for our research & analysis, due diligence and fund selection. We now use it for all asset types including funds, Private Equity, Real Estate, equities and other asset types. After looking at many other portfolio management tools, we also implemented the PackHedge portfolio construction, management and shadow accounting module and it meets all our needs with the broad range of functionalities it provides.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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:

With such a rich range of functionalities, it does require time to learn how to make the best use of PackHedge™.

Reasons for choosing PackHedge

PackHedge provided much richer functionality for a much more reasonable cost. Also excellent customer references.

Verified

Reviewer

Financial Services

1001-5000 employees

Used weekly for less than 6 months

Review source

Reviewed September 2019

PackHedge - Ahead of the Pack

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Pablo d.

Verified reviewer

Investment Management

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2018

Fast and versatile

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

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.

Replied September 2018

Dino G.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed February 2020

Excellent Software and Customer support

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Heloisa M.

Verified reviewer

Investment Management

11-50 employees

Used daily for less than 2 years

Review source

Reviewed June 2020

Robust and Excellent customer support

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Anssi P.

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2018

Happy user for years

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

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Vendor Response

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.

Replied August 2018

Wolfgang K.

Verified reviewer

Financial Services

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed May 2023

A great solution for portfolio accounting and risk management

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

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!

Verified

Reviewer

Financial Services

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed June 2022

Thorough and highly customizable quant platform

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

FinLab has been offering PackHedge for more than 20 years, and over this time the platform has evolved to include all possible features a financial advisor would need to do quant analysis of long only, hedge or private equity funds. The output is highly customizable and the tools are extensive allowing for great flexibility and the perfect fit to the client's needs.

Cons:

The reverse side of the medal is the need to create a lot of templates in house.

Rodolphe L.

Verified reviewer

Investment Management

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed February 2019

Robust software, great support

Flexible software to help challenge allocations on ex-post basis and risk manage the portfolios accordingly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Data input from various sources (Excel, Bloomberg) works very well. - Support team is very helpful and reachable when needed. - Stable software with no major issue, delivers what we ask

Cons:

- Some learning curve at the beginning to get familiar with the tools and software structure. - Colour and report templates are a bit old-fashioned.

Showing 1 - 10 of 11 Reviews

Load More Reviews