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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.

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

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