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FA Solutions vs PandaConnect Comparison
You are looking for alternatives to FA Solutions. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
FA Solutions
Category
Portfolio Management
Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do.
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PandaConnect
Category
Consolidated Reporting
A full-scale investment administration covering all asset classes both bankable and non-bankable investments – helping you achieve the twin goals of wealth preservation and growth.
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Employees
50-100
Revenue
-
Founded
1999
Ownership
- Owned by management
- Key staff also have ownership
Incorporated
Finland
Locations
- London
- Helsinki
- Stockholm
- Riga
Top 5 Markets
- Norway
- Singapore
- Switzerland
- United Arab Emirates
- United Kingdom
Total AUM
$+100B
Avg. AUM per client
$500M-5B
11-50
-
1997
Owned by management
Denmark
- Copenhagen
- Vilnius
- Germany
- Norway
- United Arab Emirates
- United Kingdom
- United States of America
$+70 bn
$10m-10 bn
Client
Focus
Multi-Family Offices
Serves also
- Single-Family Offices
- Fund managers
- Financial advisors
- Banks
Number
70
Single-Family Offices
- Individual Wealth Owners
- Multi-Family Offices
- Financial advisors
- Financial Institutions
- +100 private clients
- +20 foundations and endowments
- +10 pension schemes
- +10 insurance companies
Product
Main tasks
- Accounting
- Consolidated Reporting
- CRM
- Governance
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio Management
- Trading (orders only)
- Data Aggregation
- Risk Management
- Impact/ESG Reporting
Top features
- Portfolio & Trade order management
- Analytics
- Compliance
- Corporate actions
- Fee management
- Reconciliation
- FA Client Front
- Reporting
- Accounting
- Client Management
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
- MiFID II
- GDPR
- AIFMD
- UCITS
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
- Full reconciliation towards custodians
- 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
- Layers approach
- Two-factor authentication ISO Certified hosting partners
- SSL encryption
- 3rd party annual penetration test audit trail
Ecosystem
- Microsoft
- Java
Integrations
- MS Office
- M2 wealth
- Various custody connections
- Bloomberg
- MorningStar
- Nasdaq
- Calastone
- Azure
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
