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Consolidated Reporting

Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.
Escali Financials is scalable, cost effective and cloud-based and includes Portfolio Management, Risk Management, Treasury Management and Consolidated Reporting. Integrated with more than 50 ERP-systems and data providers such as Bloomberg, Refinitiv, Nordic Trustee and Infront.
The system uses robotics to import market data and trades. It also uses A.I. technology to read and import contract notes.

What sets Escali apart?

Our main goal is to simplify wealth management in a modern, flexible, cost effective and dynamic system that handles regulatory requirements, automation, robotics and seamless integrations.

Albert Henrik Vedeler
Contact Albert Henrik

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.


Facts about the company





  • Owned by management
  • Key staff also have ownership


  • Bergen
  • Oslo
Top 5 Markets
  • Denmark
  • Sweden
  • Norway
  • Finland
  • United Kingdom
Total AUM



Facts about the clients


Multi family offices

Serves also
  • Individual Wealth Owners
  • Financial advisors
  • Banks
  • Fund Managers
Number of clients:



One of our FO-clients came to us as they were looking to upgrade their previous financial reporting solution. Through an interactional process, we defined the optimal solution design including a customized template for report building. Today, this family office has a completely tailored overview of all their investments as well as direct data access to build their own bespoke reports in our dynamic platform.

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What Escali's clients say

"Both Escali Financials and Escali Risk Manager are very user-friendly and flexible tools. The systems give us a good overview and control of the investments in the family office. Escali has a professional, service minded staff and we are very pleased with the company as a vendor"

Jørn B. Lyshoel

Vice President (Toluma AS)


Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Consolidated Reporting
  • Portfolio Management
  • Treasury Management
  • Risk Management
  • Governance
  • Compliance
  • Impact/ESG Reporting
Top features
  • Cloud-based 
  • Dynamic and flexible dashboards and reports 
  • Performance and strategy monitoring 
  • Seamless 2-way integration to data terminals 
  • Use AI to read and import contract notes 
  • Electronic contract notes available in the system
  • Access control to features and reports 
  • Automatic interest fixing on interest bearing instr.
  • Seamless integration to ERP-systems 
  • Handles all types of asset classes
Assets supported
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • AML
  • KYC
  • Regulatory Reporting



Look under the hood

Type Of Software
  • SaaS
  • Serviced Software
  • Microsoft operates physical and SQL servers 
  • Microsoft backup and Escali additional backup 
  • Authentication with username and password 
  • 2-factor authentication 
  • Anually security audited 
  • All traffic is encrypted with SSL based encryption 
  • Dedicated SQL instances per customer 
  • Individual data and software areas per customer 
  • Automatic monitoring of login attempts


  • Office 365 security integration 
  • Power BI integration 
  • Bloomberg integration 
  • Infront integration 
  • Refintiv integration 
  • Fixrate integration 
  • Bank integrations (approximately 120)
  • ERP integrations (approximately 50 formats)
  • Excel integrations 
  • CSV-/txt-file integrations 
  • Settlement integrations
Mobile App


Reporting-specific features

They handle reporting like this

Type of data

Transaction level data

  • Automatic reconciliation of trades and balances via Excel or CSV
  • Automatic seamless reconciliation against several ERP-systems
  • The system can import trades from brokers or custodians
Time to new custodian

Approximately 4 weeks

  • Multiple base currencies
  • Separate holding level p&l from currency p&/l based on transaction data
  • based on holding/position data
  • based on transaction data
Pricing & Co

Learn about the commercials

Cost structure
  • Transaction use based
  • Feature based
  • Flat fee
  • data based
  • AUM based
Average cost p.a.


Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone, Dedicated contact, In person on site support

Pricing of support

Free support, Based on SLA


1 month


You can customize new features, new integrations, new reports and dashboards

Bespoke development

Most client does not need this because we support most features today.

Added services

Data entry, Book keeping, Software development

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