Eton Solutions vs PandaConnect
You are looking for alternatives to Eton Solutions. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Eton Solutions
Category
Fully Integrated Platform
Eton Solution's platform AtlasFive® is a fully integrated secure cloud native AI-driven platform. It acts as one source of truth utilising the same transaction-level data for Investment, Accounting, and Partnership Book of Records. In 2024, Eton rolled out the world’s first Generative AI application for the Family Office Industry - EtonGPT™.
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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.
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Employees
- 400+
Founded
- 2015
Ownership
- Owned by management
- Key staff also have ownership
- Clients are also owners
- External investors (neither clients nor staff)
- Navis Capital Partners
Incorporated
- United States of America
Locations
- Chapel Hill, North Carolina
- Bangalore, India
- Singapore
- Dubai
Top 5 Markets
- United States of America
- Switzerland
- India
- Singapore
- Hong Kong
Total AUM
- $936 billion
Avg. AUM per client
- $100 Million – $80 Billion
- 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
- Multi-family offices
- Wealth Owners
- Registered Investment Advisors
Serves also
- Business Managers
- Trust Companies
- Financial Institutions
- Big 4 Accounting & Professional Services Firms
- 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
- Cybersecurity and Privacy
- Cloud Native
- Artificial Intelligence
- Business Continuity and Disaster Recovery
- Entity and Relationship Management
- Security Master Management
- Workflows and Audit Trails
- Data Integration and Aggregation
- Virtual Office
- Integrated Transaction Processing
- Integrated Document Management
- Integrated General Ledger Accounting
- Integrated Trust Accounting
- Integrated Partnership/Fund Accounting
- Integrated Portfolio Management and Performance Reporting
- Integrated Cash Management
- Integrated Tax Ledger
- Integrated Private Loan Module
- Client Reporting, including Multi-Currency
Top features
- Cybersecurity and Privacy
- Azure Cloud Native Single Tenanted Architecture
- Local Data Residency with In-Country Hosting
- Proactive 24 x 7 Monitoring, including AI-driven Threat Intelligence
- Integrated Single Sign-On (SSO), Multi-Factor Authentication (MFA) and Customer Supplied Encryption Keys
Artificial Intelligence
- EtonGPT™ – Generative AI Assistant
- Patent Pending Contextual OCR Technology for automated document processing
- Patent Pending Dynamic Visualization
Entity and Relationship Management
- Supports all types of entities such as Individuals, LLCs, Partnerships, Trusts, Foundations, Operating Companies, etc.
- Customizable Chart of Accounts
- Related Parties Tracking
Data Integration
- Automated data feed processing and aggregation
- Mechanisms supported SFTP, APIs and Bulk Upload
- Historical Data Migration
Document Management
- Stores 250+ document type with role-based access control
- Automated indexing, classification, and tagging of documents
- Semantic Search with EtonGPT
General Ledger Accounting
- Automated Journal Entries
- Financial Statements, including Financial Statement Groupings
- Omnibus Accounting
Trust Accounting
- Structured repository for Beneficiaries, Grantors, and Trustees
- Trust Income Distribution Calculation and Execution
- Annual Account Reviews in accordance with Regulation 9 (Reg 9)
Partnership/Fund Accounting
- Capital Call, Capital Distribution and Manager Statement Processing
- Income and Distribution Calculation and Distribution (Pro Rata to Waterfall Method)
- Capital Commitment Grid
Portfolio Management and Performance Reporting
- Multi-Asset Class Security Master, including custom fields
- Investment Objectives and Benchmarks
- Total net worth performance, including Look Thru and Roll up reporting
Cash Management
- Payment methods supported (Check Printing, ACH, Domestic Wires, International Wires, Account Transfers, Check Positive Pay)
- BILL Integration
- Fee Billing
Tax Ledger
- Automated Tax Classification, customizable to local jurisdiction
- Canadian Average Tax
- 1099 Preparation
Operations
- Reconciliation, including Exception Management and Period Close
- Cash Flow Forecast
- Trade Capture
Client Reporting
- Digital Channels – iPad, Mobile App, Client Portal, including secure messaging
- Power BI Dashboards, including Paginated Reports
- APIs and Excel Plugins
Assets supported
- All asset classes are supported on the platform with over 30+ attributes, including custom fields
- Liquid investments (Equities, Bonds/Fixed Income, Cash, T-Bills, ETFs, etc.)
- Illiquid investments (Hedge Funds, Fund of Funds, Private Equity, Real Estate, Insurance, etc.)
- Personal Assets (Cars, Private Jet, Yacht, Residences, Jewelry, Art, etc.)
Compliance
- Industry Certifications: SOC2, ISO27001, ISO27701
- Adheres to GDPR, OSPAR, NY DFS, CSA STAR, FED RAMP and CCPA standards
Whitelabel
- Yes (Tenant Portal, Client Portal, Mobile App, iPad, Paginated Reports)
- 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
Security
- Microsoft Azure Cloud Native Architecture (CNA)
- Fort Knox Cyber Security
- Customer supplied encryption keys (CSEK)
- Disaster Recovery and Business Continuity
- Pro-active 24×7 Monitoring of client data
- Trusted Security and Computing Infrastructure
- Integrated Single Sign-On (SSO) and Multi-Factor Authentication
- (MFA)
- Inheritable Maturity – SOC2, ISO27001 and ISO27701 Certified
- AI-Driven Threat Intelligence
- Fine Granular Access with Entity Level Visibility
- Local Data Residency with In-Country Hosting
Ecosystem
- Microsoft Azure
Integrations
- Incoming bank feeds from many custodians and banks
- Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
- Integration with market data sources
- Bill.com
- Advisor Peak
- AtlasFive APIs
Mobile App
- Yes
- 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
