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PackHedge Logo

Portfolio management and accounting analysis software

Table of Contents

PackHedge - 2026 Pricing, Features, Reviews & Alternatives

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PackHedge overview

What is PackHedge?

PackHedge is an investment and portfolio management solution for all asset types, including alternative/hedge funds, private equity funds, mutual/traditional funds, equities, and various other investment instruments such as UCITS, ETFs, real estate, forwards, currencies, art collections, and more.

It includes:

- Extensive quantitative & qualitative research & analysis

- Advanced portfolio construction

- Portfolio accounting

- Cash-flow/liquidity analysis & risk analysis

- CRM, workflow, due diligence

- Powerful, custom management/investor reporting

The platform empowers users with advanced quantitative and qualitative research and analysis capabilities, including risk analysis, stress testing, factor analysis, scenario analysis, exposure analysis, contribution analysis, and attribution analysis. PackHedge offers comprehensive tools for asset allocation, portfolio construction and management, portfolio accounting and both automated and manual transaction import and reconciliation with custodians, administrators and brokers.

PackHedge provides robust features for liquidity and cash flow forecasting and analysis, due diligence, document management, workflow, , compliance, KYC, and financial innovation.

PackHedge’s unique data aggregation model includes extensive statistical analysis and charting, detailed breakdown and exposure tracking, and a multi-dimensional query engine. The platform is integrated with an easy-to-use and flexible custom reporting facility, along with a batch reporting tool. Additional features include complete portfolio simulation, comprehensive portfolio management and accounting, document management, and workflow management tools, including rules and alarms. It also features an automatic import facility for custom due diligence questionnaires.

Key benefits of using PackHedge

• Dramatic improvements in regulatory compliance (AIFMD and others).
• Consistent improvement of workflow and methodologies.
• Significant protection of the investment in and retention of intellectual capital.
• Major enhancements to client support & marketing effectiveness.
• Dramatic increase in productivity.
• Important streamlining of workflows and reduction in operational risks.

Starting price

CHF
5000flat rate /
per year

Alternatives

with better value for money

PackHedge’s user interface

Ease of use rating:

PackHedge reviews

Overall rating

4.9

/5

11

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.27/10
Rating distribution

5

4

3

2

1

10

1

0

0

0

Pros
“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.”
HM

Heloisa M.

COO

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

Anssi P.

Chief Operating Officer

“We have been very happy PackHedge users for many years.”
AA

André A.

Directeur

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

Heloisa M.

COO

“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.”

Verified reviewer

Anonymity request

Who uses PackHedge?

Based on 11 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services
Investment Management
Banking

Use cases

Investment Management
Financial Risk Management
Hedge Fund
Risk Management

PackHedge's key features

Most critical features, based on insights from PackHedge users:

Performance metrics

All PackHedge features

Features rating:

Accounting
Activity dashboard
Activity tracking
Alerts/Notifications
API
Audit trail
Bank reconciliation
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 reporting
Financial risk reporting
Fixed asset management
For hedge funds
For investment advisors
For investors & traders
Forecasting
Foreign Exchange Risks
Fund management
General ledger
Historical reporting
Incident management
Income & balance sheet
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
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
Real-Time reporting
Reminders
Reporting & statistics
Reporting/Analytics
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 alternatives

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CHF

5000

Per year

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Features
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Customer Support

PackHedge pricing

Value for money rating:

Starting from

CHF

5000

Per year

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about PackHedge price and value

Value for money rating:

To see what individual users think of PackHedge's price and value, check out the review snippets below.

“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.”
HM

Heloisa M.

COO

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

Anssi P.

Chief Operating Officer

PackHedge support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

24/7 (Live rep)
Chat
Phone Support
Email/Help Desk
FAQs/Forum

Training options

In Person
Documentation
Live Online
Videos

PackHedge FAQs

Q. What type of pricing plans does PackHedge offer?

PackHedge has the following pricing plans:
Starting from: CHF5000.00/year
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of PackHedge?

PackHedge has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does PackHedge support?

PackHedge supports the following languages:
English


Q. Does PackHedge offer an API?

No, PackHedge does not have an API available.


Q. What level of support does PackHedge offer?

PackHedge offers the following support options:
24/7 (Live rep), Chat, Phone Support, Email/Help Desk, FAQs/Forum

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