Escali vs Assure Wealth Comparison

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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.

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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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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

  • $12 billion
Avg. AUM per client

-


  • 11-50

  • $2.5 million

  • 2014

  • Key staff also have ownership
  • Clients are also owners

  • Denmark

  • Nivå

  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom

  • $20 billion

  • $160 million
Client
Focus

  • Single-family offices
Serves also

  • Individual wealth owners
  • Financial advisors
  • Banks
  • Fund managers
  • Multi-family offices
Number of clients:

  • 100+

  • Individual wealth owners

  • Single-family offices
  • Multi-family offices

  • 50 UHNWI
  • 3 SFO
  • 10 foundations
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

  • Accounting
  • Consolidated reporting
  • Data aggregation
  • Risk management
  • Impact/ESG reporting

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

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

  • GDPR

  • 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

  • Serviced software

  • Two-factor login
  • Secure emails

  • VITEC

  • Accounting systems
  • DW-solutions

  • Yes
Simple solutions for complex times.