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PandaConnect

PandaConnect

Category
Consolidated Reporting
HQ
Denmark

A full-scale investment administration covering all asset classes both bankable and non-bankable investments – helping you achieve the twin goals of wealth preservation and growth.

PandaConnect was founded over 23 years ago within one of Scandinavia’s largest banks in an institutional setting. Today we are completely independent from banks and investment managers offering families the very best from the institutional world in order to monitor, preserve and grow their wealth.We facilitate a complete, correct and timely wealth overview. A full-scale investment administration covering all asset classes.We solve our clients challenges with transparency and accuracy through complete data aggregation and consolidation, across family members, banks, currencies and managers.

A message from PandaConnect

“Our clients are very different in their investment philosophy. Therefore, we invite you to a dialogue and we are very flexible in reaching an end-result which reflects the reporting suitable for you.”

Nichlas Gylling Hansen, family office software, wealth management software, portfolio management software
Nichlas Gylling Hansen
Denmark
Contact Nichlas Gylling

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

1997

Ownership

Owned by management

Incorporated

Denmark

Locations
  • Copenhagen
  • Vilnius
Top 5 Markets
  • Germany
  • Norway
  • United Arab Emirates
  • United Kingdom
  • United States of America
Total AUM

$+70 bn

Avg. AUM per client

$10m-10 bn

Clients

Facts about the clients

Focus

Single-Family Offices

Serves also
  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Financial Institutions
Number
  • +100 private clients
  • +20 foundations and endowments
  • +10 pension schemes
  • +10 insurance companies
References

Nordic charity endowment with internal investment team ($+7 bn)
World famous university ($+2 bn)
Shipping family with inhouse investment team ($+1 bn)
Middle east UNHWI ($+100 m)
Family founded in the fashion industry ($3 bn)
UK Pension scheme ($+2,5 bn)

Request References

What PandaConnect`s clients say

"We have after an extensive selection process chosen PandaConnect Group as a partner of investment administration. In the selection criteria, the emphasis was placed upon PandaConnects’ high level of competencies, the simple and intuitive user interface, the implementation process and the good standard solutions."

Large charity endowment.

Full story on PandaConnect website.

Product

Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Investment Reporting – standard and bespoke
  • Investment Accounting – ready to book
  • Back Office
  • IT
  • Auditors Assurance Reports
  • Know-how and daily support
Top features
  • On-line access to all portfolios
  • Manual and automated registration of transactions
  • Full reconciliation towards custodians
  • Comprehensive control- and review environment
  • Complete record keeping
  • Performance Measurement (MWR, TWR and IRR)
  • Risk Management
  • Governance and Compliance reporting
  • Cost analysis
  • Data Aggregation
  • Document Storage
  • One source of truth (App, Web, Reporting and Accounting)
Assets supported
  • Alternative investments
  • Bankable assets
  • Commodities
  • Direct investments
  • Hedge funds
  • Private equity
  • Private Equity funds
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
  • GDPR
  • AIFMD
  • UCITS
Whitelabel

Yes

Download Detailed Feature List
Technology

Look under the hood

Type Of Software

Serviced Software

Security
  • Oracle fine grained access control
  • Two factor authentication
  • Encryption
  • Firewalls
  • Back-up servers
  • Redundant hosting center
Ecosystem
  • Microsoft
  • Linux
  • Java
  • Oracle
Integrations
  • Bloomberg
  • Power BI
  • Excel
  • Various accounting systems
Mobile App

Yes

Reporting-specific features

They handle reporting like this

Type of data

Transaction level

Accuracy
  • Daily reconciliation towards banks and custodians
  • Matching trades with cash
  • Systematic control of prices and static data
  • Internal reviews and controlling based on written procedures
  • Audited by EY
Custodians

+30

Time to new custodian
  • Normally 2 to 4 weeks
Multi-currency
  • Handling all currencies
  • Separating currency effect in return measurement
  • Individual base currency and reporting currency
Pricing & Co

Learn about the commercials

Cost structure
  • AUM based
  • Feature based
  • Flat fee
  • A combination of above
Average cost p.a.
  • HNWI: From $9,500 to 35,000
  • UHNWI: From $9,500 to 85,000
  • SFO: From $9,500
  • MFO: From $25,000

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone, Dedicated contact

Pricing of support

Included

Onboarding

1 week to 4 month

Customisation

Management Reporting, Compliance , Performance methods, Benchmark, Historical data, User Rights, Module Selection, Portfolio Structure

Bespoke development

Smaller projects are done on the fly while larger projects follow well described milestones in a quarterly plan.

Added services

Data entry, Book keeping, Software development

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