Asseta vs PandaConnect
You are looking for alternatives to Asseta. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Asseta
Category
Accounting
Asseta (formerly Prismatic) is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for family offices and high-net-worth individuals. Offering a 360° real-time view of your wealth, businesses, and investments.
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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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Employees
- 0-10
Revenue
-
Founded
- 2022
Incorporated
-
Locations
- New York City
Top 5 Markets
- United States of America,
- Canada,
- Malta,
- Switzerland,
- France
Total AUM
-
Avg. AUM per client
-
Ownership
- Owned by management,
- External investors (neither clients nor staff),
- Clients are also owners
- 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
- Single family offices
Secondary focus
- Individual wealth owners,
- Multi-family offices,
- Fund managers,
- Funds of funds,
- Software and technology providers
-
- 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
- Portfolio & Cost Analysis,
- Technology provider,
- Consolidated Reporting,
- Real Estate,
- Real-estate Related Ventures,
- Digital Assets & Currencies,
- Data Aggregation,
- Compliance,
- Property Managers
Top features
- Custom Reports,
- Full Multi-Currency Support,
- Proven Agility,
- Digital Excellence
Assets supported
- Cash & Equivalents,
- Alternatives,
- Art & Collectibles,
- Commodities,
- Cryptocurrency,
- Commercial,
- Digital Assets & Crypto Currency,
- Equities,
- Gold & Precious Metals,
- Bankable or Financial Assets & Funds,
- Hedge Funds,
- Insurance,
- Lifestyle Assets & Rare Collectibles,
- REITS,
- Real Estate,
- Private Equity Funds,
- Venture Capital,
- Residential,
- Warehousing & Industrial,
- Real Estate,
- Foreign Exchange,
- Direct Private Equity
Compliance
-
Whitelabel
- No
- 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
Ecosystem
-
Integrations
- Accounting (Quickbooks, Xero),
- Payroll (ADP, Gusto),
- Wealth Management (Addepar, Vyzer, MyFO, Kubera),
- Payables (Bill, Ramp, Brex, Stripe),
- Banking (12000+ institutions),
- Reporting (Tableau, Looker, Snowflake, PowerBI, Sheets),
- Tax + K-1s (Juniper Square, Arch),
- Administrative (Office365, GSuite, Slack)
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