Escali vs Panda Connect 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-logo

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
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

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

  • $12 billion
Avg. AUM per client

-


  • 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

  • Single-family offices
Serves also

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

  • 100+

  • 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

  • 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

  • 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

  • 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

  • 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.