CFO Family Reporting vs PandaConnect

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

CFO Family Reporting

Reporting

USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.

PandaConnect

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.

Employees

0-10

Revenue

Founded

2021

Incorporated

Locations

United States of America

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Owned by management

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
Single-family offices
Multi-family offices

Secondary focus

Banks
Endowments
Foundations
Investment & Financial Advisors (RIAs/IFAs)
Multi-family offices
Pensions
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

Holistic View of Net Worth
24/7 Monitoring & Alerting
Document Storage & Management
Portfolio Analytics and Reporting

Top features

Family Communication Portal
Accounting, Tax and General Ledger
AI-Powered Automation
Global Financial Aggregation
Estate and Trust Management
Military Grade Security

Assets supported

Art & Collectibles
Direct Investments
Private Equity
Real Estate
Venture Capital

Assets supported

Alternatives
Art & Collectibles
Commodities
Cryptocurrency
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Music Royalty
Private Debt
Private Equity
Direct Private Equity
Private Equity Funds
Venture Capital
Real Estate
Commercial
REITS
Residential
Warehousing & Industrial
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Developed Markets
Developing Markets
Fixed Income
Developed Markets Fixed Income
Developing Markets Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Other
Private Equity & Direct Investments
Real Estate

White Label

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

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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CFO Family Reporting vs PandaConnect

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