Assure Wealth vs PandaConnect Comparison

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

Assure Wealth

Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

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.

Employees

11-50

Revenue

$2.5 million

Founded

2014

Ownership

Key staff also have ownership
Clients are also owners

Incorporated

Denmark

Locations

Nivå

Top markets

Denmark
Norway
Sweden
Switzerland
United Kingdom

Total AUM

$20 billion

Avg. AUM per client

$160 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

Number

50 UHNWI
3 SFO
10 foundations

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

Accounting
Consolidated reporting
Data aggregation
Risk management
Impact/ESG reporting

Top features

Overview
Flexible wealth reports
Independence
Full risk picture
Follow-up on performance
Integration to accounting systems

Assets supported

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

Compliance

GDPR

Whitelabel

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

Technology

Type Of Software

Serviced software

Security

Two-factor login
Secure emails

Ecosystem

VITEC

Integrations

Accounting systems
DW-solutions

Mobile App

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

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