"With the new Document Management System PackHedge™ is the only truly fully integrated solution for the Fund Investment community, with one user interface and one database for all aspects of the business" states FinLab's CEO, Denis de Pentheny O'Kelly
Geneva, Switzerland (PRWEB) November 08, 2013
FinLab SA, the provider of PackHedge™, is pleased to announce the integration of a full function Document Management System in its solution PackHedge™.
The new fully integrated Document Management System (DMS) stores documents and emails in the PackHedge™ DMS database and they are all associated with their appropriate fund, company or person. Documents can be dragged and dropped from Outlook or MS-Explorer folders onto the PackHedge™ Documents tab for each fund, company or person, and documents and emails can be uploaded using the PackHedge™ Outlook add-in on an as needed basis or using rules. Documents and emails can be opened directly from the PackHedge™ Documents Tab. Any type of document can be stored in the PackHedge™ DMS and a powerful indexed search tool provides search results on the contents of any document type.
“Following popular demand, we are very pleased to announce the integration of a full functioning Document Management System in our industry leading solution PackHedge™,” states Denis de Pentheny O’Kelly, FinLab’s CEO. “PackHedge™ remains the only truly fully integrated solution for the Fund Investment community, with one user interface and one database for all aspects of the complex investment management, decision, research, analysis, risk, due diligence, portfolio construction, shadow accounting and reporting processes.”
The PackHedge™ Document Management System functions and features include: Folder document Stacking using the Ranking date to display the appropriate document on the folder line, while the rest of the folder or sub-folders are collapsed. Outlook rules can be used to automatically upload emails and documents from Outlook to the Document tab of objects defined by the user, e.g. any email with “xyz” in the email subject or from persons “a”, “b” and “c” to be automatically uploaded to the Fund “xyz” Document tab. With the File name, the separate Document name is used for Version Numbering providing full revision management. The Document Ranking date provides for ordering documents. Other meta data fields include: Created by, Created date, Modified by, Modified date, Start Value date, End Value date, Classification and Comments. Users can open documents or emails and reply to emails directly from the PackHedge™ documents tab and can run indexed based text searches on any document type (PDF, DOC, PPT, XLS, Outlook Emails, etc.) searching for the text string on document names as well as within document content.
FinLab SA is a software solutions company that develops, distributes and supports one of the world’s most advanced systems for fund investment research, analysis, risk analysis, asset allocation, portfolio construction and management, shadow accounting for managed accounts and funds of funds, due diligence, document management, work flow and financial innovation for both alternative and traditional funds.
FinLab’s solution, PackHedge™, provides the most extensive suite of state of the art modular software tools available in the industry in a single fully integrated platform that includes; Unmatched portfolio construction and management tools for complete pro-forma portfolio simulation and/or comprehensive fund of funds portfolio management with liquidity ladder analysis, contribution analysis and investment exposure. PackHedge™ offers the most advanced analysis tools encompassing Stress Testing, Scenario analysis, Sensitivity analysis, Portfolio Optimization, Style analysis and Peer Group analysis, extensive Risk analysis and statistics. PackHedge™ provides a unique and powerful multi-source, multi-currency, multi-frequency qualitative and quantitative data management model, with unequalled data aggregation, extensive statistical analysis and charting, a multi-dimensional query engine, a fully integrated Document Management System and the most extensive, powerful and flexible custom reporting capabilities. In addition, tools to manage and schedule automated importing of data vendor files and customizable due diligence questionnaires are provided to ensure full data integrity. The company was founded in 1999 and is headquartered in Geneva, Switzerland, with offices in the United States and Singapore.
For more information please visit FinLab’s web site http://www.finlab.com or please contact:
FinLab SA, 35 Rue Rothschild, CH-1202 Geneva, Switzerland.
Denis de Pentheny O’Kelly. Tel: +41-22-908-2700. Email: ddepokelly(at)finlab(dot)com