Company Finder

Go back to Companies
escali-logo

Escali

Category
Consolidated Reporting
HQ
Norway

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
Norway
Contact Albert Henrik

Key Company Info

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

Company

Facts about the company

Employees

11-50

Founded

2002

Ownership
  • Owned by management
  • Key staff also have ownership
Incorporated

Norway

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

$12Bn

Clients

Facts about the clients

Focus

Multi family offices

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

+100

References

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.

Request References

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)

Product

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)
Compliance
  • AML
  • KYC
  • Regulatory Reporting
Whitelabel

Yes

Technology

Look under the hood

Type Of Software
  • SaaS
  • Serviced Software
Security
  • 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
Ecosystem

Microsoft

Integrations
  • 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

No

Reporting-specific features

They handle reporting like this

Type of data

Transaction level data

Accuracy
  • 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

Multi-currency
  • 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.

$2oK

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

Onboarding

1 month

Customisation

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

Other Nordic Technology Providers

Hemonto,family office software, portfolio management software, consolidated reporting software

Hemonto

Category
Consolidated Reporting
HQ
Denmark

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.

Read more
FASolutions, family office software, portfolio management software, consolidated reporting software

FA Solutions

Category
Portfolio Management
HQ
Finland

FA Platform is a cutting-edge software platform as a service for running your entire Investment Management business in one platform at any time, anywhere and on any device.

Read more

Access a detailed overview of the world's leading service providers.

Join our community and become a Simple member today.
Not yet a member?

Sign up for free and use your preferred social network as a one-click login.

  • social-icon
  • social-icon
  • social-icon

Or register using your e-mail address

register new account
Simple solutions for complex times.