# PackHedge Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is PackHedge the right Investment Management solution for you? Explore 11 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/164389/PackHedge/reviews --- PackHedge 4.9 (11) [View alternatives](https://www.capterra.com/p/164389/PackHedge/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of PackHedge Ease of use 4.4 Customer Service 4.9 ## Showing most helpful reviews Showing 1-11 of 11 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Philippe P. Quantitative Analyst Banking Used the software for: 2+ years ### "Robust & Easy to Use" August 9, 2018 5.0 \- Quick report generation for our different committees - Screening and selection of funds provided you are a subscriber of one (or more) fund database 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 Review Source Response from FinLab Solutions August 14, 2018 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. AA André A. Directeur Banking Used the software for: 2+ years ### "A best-in-class solution and exceptional support." April 13, 2021 5.0 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. 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™. Alternatives considered [AlternativeSoft](https://www.capterra.com/p/79218/AlternativeSoft/)[eVestment](https://www.capterra.com/p/211640/eVestment/) Reason for choosing PackHedge PackHedge provided much richer functionality for a much more reasonable cost. Also excellent customer references. Review Source VR Verified Reviewer Analyst - Portfolio Management Group Financial Services Used the software for: Less than 6 months ### "PackHedge - Ahead of the Pack" September 15, 2019 4.0 Great all-in-one solution for our fund. Creates a customized, efficient layout of need-to-know data. 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. Review Source Pablo D. Fund Manager Investment Management Used the software for: 2+ years ### "Fast and versatile" September 4, 2018 5.0 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. 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. Review Source Response from FinLab Solutions September 6, 2018 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. DG Dino G. Managing Partner Financial Services Used the software for: 2+ years ### "Excellent Software and Customer support" February 24, 2020 5.0 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. 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. Review Source HM Heloisa M. COO Investment Management Used the software for: 1-2 years ### "Robust and Excellent customer support" June 1, 2020 5.0 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. 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. Review Source AP Anssi P. Chief Operating Officer Financial Services Used the software for: 2+ years ### "Happy user for years" August 9, 2018 5.0 Good experience working with the company overall. They have very skillful and helpful customer service. 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. Review Source Response from FinLab Solutions August 14, 2018 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. WK Wolfgang K. Managing Director Financial Services Used the software for: 2+ years ### "A great solution for portfolio accounting and risk management" May 23, 2023 5.0 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! Review Source VR Verified Reviewer Chief Investment Officer Financial Services Used the software for: 1-2 years ### "Thorough and highly customizable quant platform " June 26, 2022 5.0 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. Review Source Rodolphe L. Senior Portfolio Advisor Investment Management Used the software for: 6-12 months ### "Robust software, great support" February 6, 2019 5.0 Flexible software to help challenge allocations on ex-post basis and risk manage the portfolios accordingly. 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. Review Source RG Ray G. Managing Director Investment Management Used the software for: 2+ years ### "Packhedge product review" August 9, 2018 5.0 Satisfied with the product and support Pros Sophisticated, compact statistics engine for analyzing investment funds, ETFs, single securities. Cons Exporting to database applications could be easier, with scheduling options built into the basic product. Report writing could be easier/offer better graphics/display options. Holdings-based factor analysis option would be a good option. Review Source Response from FinLab Solutions August 14, 2018 Many thanks for your feedback which we sincerely value. Interfacing with other solutions (databases) to synchronize data across solutions can be challenging, We try to simplify this as much as possible. The scheduling of many tasks from report production to portfolio valuations and data synchronization are available with the Scheduler module. We continue to further improve the exposure data capture and exposure analysis functions and this includes holdings data. We have added a lot of new functionality in this area in the next version of PackHedge to be released soon. Similar Products Featured ## Related categories [Investment Management](https://www.capterra.com/investment-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/)