CitizenX vs PandaConnect

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

CitizenX

Advisors

CitizenX is the only secure and private platform to invest and get citizenship in countries welcoming families offices and entrepreneurs. By combining Swiss engineering with 24/7 Concierge service, we help you diversify your passport portfolio and secure a safe future for you and your loved ones.

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

Founded

2023

Locations

Top 5 Markets

United States of America,
United Kingdom,
United Arab Emirates,
Canada,
Singapore

Ownership

Owned by management,
Key staff also have ownership,
External investors (neither clients nor staff)

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

Secondary focus

Individual wealth owners,
Single-family offices,
Multi-family offices

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

Advisors
Compliance
Investment platform

Top features

Transparency
Visionary Purpose

Assets supported

Alternatives

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

Integrations

Not applicable

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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