FA Solutions vs PandaConnect Comparison

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FASolutions, family office software, portfolio management software, consolidated reporting software

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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Panda Connect

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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Company
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
  • Google
  • 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

Simple solutions for complex times.