sign inFA Solutions vs PandaConnect Comparison
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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