PandaConnect

PandaConnect is a global full-scale investment administration solution servicing clients around the world 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 24 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 the platform as well as the administration team. We solve our clients challenges with transparency and accuracy through complete data aggregation and consolidation, across family members, banks, currencies and managers.

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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

Product

Get an overview of what this software does.

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 (done by our team)
  • Full reconciliation towards custodians (done by our team)
  • 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

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

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

  • 60+

Time to new custodian

  • Normally 2–4 weeks

Multi-currency

  • Handling all currencies
  • Separating currency effect in return measurement
  • Individual base currency and reporting currency (on portfolio level)

Cost structure

  • AUM based
  • Feature based
  • Flat fee
  • A combination of above

Average cost p.a.

  • HNWI: $9.500–35.000
  • UHNWI: $9.500–85.000
  • SFO: from $9.500
  • MFO: from $25.000

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

  • 1997

Ownership

  • Owned by management

Incorporated

  • Denmark

Locations

  • Copenhagen
  • Vilnius

Top 5 Markets

  • EU
  • United Arab Emirates
  • United Kingdom
  • United States of America

Total AUM

  • $85 billion+

Avg. AUM per client

  • $10 million – $10 billion

Focus

  • Single-family offices

Serves also

  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Financial institutions

Number

  • +120 private clients
  • +25 foundations and endowments
  • +10 pension schemes
  • +10 insurance companies

Nordic charity endowment with internal investment team ($7 billion+)
World famous university ($2 billion+)
Shipping family with inhouse investment team ($1 billion+)
Middle east UNHWI ($100 million+)
Family founded in the fashion industry ($3 billion)
UK Pension scheme ($2.5 billion+)

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.

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

PandaConnect Reviews

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FAQs

FAQs about PandaConnect

Q
What is PandaConnect?
A
PandaConnect offers a consolidated reporting solution.
Q
What does PandaConnect do?
A
Pandaconnect offers a consolidated reporting solution for all asset classes- both bankable as well as non-bankable.
Q
How does PandaConnect work?
A
Complete data aggregation, calculation, and consolidation across multiple banks, custodians and currencies facilitate a complete investment administration. Clients get access to the PandaCockpit web & app anywhere and anytime which covers investment holdings, performance analysis, risk figures, compliance monitoring, bookkeeping as well as bespoke consolidated reporting.
Q
How much does PandaConnect cost?
A
Average per annum costs can be estimated as:
1. For HNWI: $9500-$35000
2. For UHNWI: $9500-$85000
3. For SFOs: From $9500 onwards
4. For MFOs: $25000 onwards.