Escali vs Assure Wealth Comparison

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

Escali

Category
Consolidated Reporting

Norway based Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies. Escali Financials is scalable, cost effective and cloud-based and includes Portfolio Management, Risk Management, Treasury Management and Consolidated Reporting. Integrated with more than 50 ERP-systems and data providers such as Bloomberg, Refinitiv, Nordic Trustee and Infront.

Read more

Category

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.

Read more
Company
Employees

11-50

Revenue

-

Founded

2002

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

Norway

Locations

  • Bergen
  • Oslo

Top 5 Markets

  • Denmark
  • Sweden
  • Norway
  • Finland
  • United Kingdom

Total AUM

$12Bn

Avg. AUM per client

-

Client
Focus

Multi family offices

Serves also

  • Individual Wealth Owners
  • Financial advisors
  • Banks
  • Fund Managers

Number of clients:

+100

Product
Main tasks

  • Consolidated Reporting
  • Portfolio Management
  • Treasury Management
  • Risk Management
  • Governance
  • Compliance
  • Impact/ESG Reporting

Top features

  • Cloud-based 
  • Dynamic and flexible dashboards and reports 
  • Performance and strategy monitoring 
  • Seamless 2-way integration to data terminals 
  • Use AI to read and import contract notes 
  • Electronic contract notes available in the system
  • Access control to features and reports 
  • Automatic interest fixing on interest bearing instr.
  • Seamless integration to ERP-systems 
  • Handles all types of asset classes

Assets supported

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

Compliance

  • AML
  • KYC
  • Regulatory Reporting

Whitelabel

Yes

Technology
Type Of Software

  • SaaS
  • Serviced Software

Security

  • Microsoft operates physical and SQL servers 
  • Microsoft backup and Escali additional backup 
  • Authentication with username and password 
  • 2-factor authentication 
  • Anually security audited 
  • All traffic is encrypted with SSL based encryption 
  • Dedicated SQL instances per customer 
  • Individual data and software areas per customer 
  • Automatic monitoring of login attempts

Ecosystem

Microsoft

Integrations

  • Office 365 security integration 
  • Power BI integration 
  • Bloomberg integration 
  • Infront integration 
  • Refintiv integration 
  • Fixrate integration 
  • Bank integrations (approximately 120)
  • ERP integrations (approximately 50 formats)
  • Excel integrations 
  • CSV-/txt-file integrations 
  • Settlement integrations

Mobile App

No

Simple solutions for complex times.