Assure Wealth vs PandaConnect Comparison

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Assure Wealth

Assure Wealth

Category
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.

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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

  • $2.5 million
Founded

  • 2014
Ownership

  • Key staff also have ownership
  • Clients are also owners
Incorporated

  • Denmark
Locations

  • Nivå
Top 5 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 of clients:

  • 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

  • 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

  • Serviced software
Security

  • Two-factor login
  • Secure emails
Ecosystem

  • VITEC
Integrations

  • Accounting systems
  • DW-solutions
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.