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 250m


11-50


-


1997


Owned by management


Denmark


  • Copenhagen
  • Vilnius


  • Germany
  • Norway
  • United Arab Emirates
  • United Kingdom
  • United States of America


$+70 bn


$10m-10 bn

Client
Focus

Individual Wealth Owners

Serves also

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

Number

Statistics and reference clients available upon requests


Single-Family Offices


  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Financial Institutions


  • +100 private clients
  • +20 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
  • Independent performance calculation
  • Intuitive ‘Explore’ feature to analyse asset/performance
  • Safe document storage and tagging
  • Monitoring of performance and asset movements
  • Cashflow Analyzer (incl. future cashflows)
  • Legal Structure overview
  • Setup delegate users with partial access
  • Non bankable asset overview

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
  • 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)


  • 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.