Altoo vs Panda Connect Comparison

You are looking for alternatives to Altoo. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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Altoo, family office software, portfolio management software, consolidated reporting software

Altoo

Category
Consolidated Reporting

Developed and hosted in Switzerland, Altoo prides itself on Swiss precision in intuitive wealth data aggregation and monitoring. Encompassing a range of functions from consolidated reporting, governance, data aggregation to risk management, the software provides simplicity and control to private wealth owners and family offices.

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Panda Connect

PandaConnect

Category
Consolidated Reporting

Denmark's PandaConnect is a full-scale investment administration solution, covering all assets classes, bankable and non-bankable investments in order to achieve the twin goals of wealth preservation and growth. Through data aggregation and consolidation family members, banks, currencies, and managers can achieve accuracy and transparency.

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Company
Employees

  • 11-50
Revenue

-

Founded

  • 2017
Ownership

  • Owned by management
  • Key staff
  • Clients
Incorporated

  • Switzerland
Locations

  • Zug
Top 5 Markets

  • Switzerland
  • United Kingdom
  • Italy
  • Germany
  • Hong Kong
Total AUM

  • As the data is encrypted, Altoo is not in the position to calculate this data.
Avg. AUM per client

  • CHF 250 million

  • 11–50

-


  • 1997

  • Owned by management

  • Denmark

  • Copenhagen
  • Vilnius

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

  • $85 billion+

  • $10 million – $10 billion
Client
Focus

  • Individual wealth owners
Serves also

  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Financial advisors
  • Banks
  • Trustees
Number

  • 100+

  • Single-family offices

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

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

  • Consolidated reporting
  • Governance
  • Data aggregation
  • Risk management
  • Document management
  • Task management
  • Secure communication
Top features

  • Consolidation of bankable and non-bankable assets
  • Asset allocation overview and monitoring
  • Independent performance calculation
  • Intuitive ‘Explore’ feature to analyse asset/performance
  • Safe document storage and tagging
  • Monitoring of performance and asset movements
  • Cashflow analyzer/future cashflows reporting
  • Private equity reporting
  • Legal structure overview
  • Setup delegate users with partial access
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance

  • GDPR
Whitelabel

  • Yes

  • Investment reporting – standard and bespoke
  • Investment accounting – ready to book
  • Back office
  • IT
  • Auditors assurance reports
  • Know-how and daily support

  • 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)

  • 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)

  • GDPR
  • AIFMD
  • UCITS

  • Yes
Technology
Type Of Software

  • SaaS
Security

  • Private cloud on own hardware
  • Swiss Tier 4 Data Center individual client data encryption HSM
  • For more please see https://sec3d.altoo.io
Ecosystem

  • Linux
  • Java
  • Scala
  • SBT
  • cassandra
  • akka
  • grafana
  • logstash
  • kibana
Integrations

  • Accounting software
  • Portfolio management systems
Mobile App

  • Yes

  • Serviced software

  • Oracle fine grained access control
  • Two factor authentication
  • Encryption
  • Firewalls
  • Back-up servers
  • Redundant hosting center

  • Microsoft
  • Linux
  • Java
  • Oracle

  • Bloomberg
  • Power BI
  • Excel
  • Various accounting systems

  • Yes
Simple solutions for complex times.