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What is Precise API?

The Precise API provides essential insights into the financial health of business clients, including past performance, current metrics, and anticipated future trends. It is expertly designed for smooth integration with all leading accounting software, offering real-time push and pull functionalities, making it particularly suitable for lenders, financial institutions, and fintech firms that cater to small and medium-sized businesses. Furthermore, the Predict as a Service feature enhances the capabilities of the Precise API by delivering an advanced, customizable platform for cash flow forecasting and scenario planning specifically designed for your business clients. By utilizing a cash flow management solution, you can keep your clients connected to your brand while addressing their critical financial needs and data. This approach not only solidifies client relationships but also elevates your product offerings as essential assets for effective financial oversight, ultimately driving loyalty and satisfaction among your clientele. In a competitive landscape, such strategic tools can be a game-changer for client retention and business growth.

What is PackHedge™?

PackHedge™, recognized as the premier solution in the investment industry, excels in managing Alternative/Hedge and Private Equity funds, while also accommodating traditional and mutual funds as well as a variety of other investment vehicles, including UCITS, ETFs, equities, real estate, forwards, and currencies. Its capabilities empower users to conduct thorough quantitative and qualitative research and analysis, encompassing risk assessment, stress testing, scenario planning, exposure evaluation, contribution and attribution analysis, and effective asset allocation, portfolio construction, and management. Additionally, it supports shadow accounting for portfolios, managed accounts, and funds of funds, along with crucial liquidity and cash flow forecasting, due diligence, document management, workflow optimization, client relationship management (CRM), compliance needs, KYC processes, and fostering financial innovation. The platform is composed of a suite of advanced modular software tools that are seamlessly integrated, providing exceptional data management models capable of handling multi-source, multiple-frequency, and multilingual qualitative and quantitative data, ensuring that users have access to comprehensive insights and analytics. This holistic approach not only streamlines processes but also enhances decision-making across various investment strategies.

Media

Media

Integrations Supported

Basiq
Exact Online
FreeAgent
Harvest
MYOB AccountRight
Microsoft Dynamics 365
NetSuite
QuickBooks Desktop Pro
QuickBooks Online
Reckon One
Saasu
Sage Accounting
Sage Intacct
Stripe
Wave Accounting
Xero
Zoho Books

Integrations Supported

Bloomberg
Quandl
Yahoo Finance

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Version

Pricing Information

$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 Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac
On-Prem

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Forwardly

Date Founded

2022

Company Location

United States

Company Website

www.forwardai.com/precise

Company Facts

Organization Name

FinLab Solutions SA

Date Founded

1999

Company Location

Switzerland

Company Website

www.finlab.com

Categories and Features

Cash Flow Forecasting

Not specified

Unified APIs

Not specified

Categories and Features

Cash Flow Forecasting

Not specified

Due Diligence

Not specified

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Fund Accounting

Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
General Ledger

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Private Equity

Not specified

Reconciliation

Not specified

Stock Portfolio Management

Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Technical Analysis

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