Escali

Category

Consolidated Reporting

Country

Norway

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Get in touch with Escali

escali albert henrik vedeler

Albert Henrik Vedeler

Norway
Contact Albert Henrik Vedeler

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 AI 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

Product

Get an overview of what this software does.

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

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

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

Cost structure

  • Transaction use based
  • Feature-based
  • Flat fee
  • Data based
  • AUM based

Average cost p.a.

  • $20k

Category

Consolidated Reporting

Country

Norway

Visit website

Get in touch with Escali

escali albert henrik vedeler

Albert Henrik Vedeler

Norway
Contact Albert Henrik Vedeler

Key Company Info

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

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

  • $12 billion

Focus

  • Single-family offices

Serves also

  • Individual wealth owners
  • Financial advisors
  • Banks
  • Fund managers
  • Multi-family offices

Number of clients:

  • 100+

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 of Toluma AS

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

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Simple solutions for complex times.