PandaConnect vs Aleta

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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.

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aleta

Aleta

Category
Consolidated Reporting

Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy. With our intuitive interface, you get a complete overview of the entire family wealth presented in concise reports and dynamic visualizations.

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Company
Employees

  • 11–50

Revenue

-

Founded

  • 1997

Ownership

  • Owned by management

Incorporated

  • Denmark

Locations

  • Copenhagen
  • Vilnius

Top 5 Markets

  • EU
  • United Arab Emirates
  • United Kingdom
  • United States of America

Total AUM

  • $85 billion+

Avg. AUM per client

  • $10 million – $10 billion


  • 11-50


  • 2006


  • US and Denmark


  • New York
  • Copenhagen
  • Aarhus


  • United States of America
  • Denmark
  • United Kingdom
  • Switzerland
  • Canada


  • $100 billion+


  • Owned by management
  • Clients are also owners

Client
Focus

  • Single-family offices

Serves also

  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Financial institutions

Number

  • +120 private clients
  • +25 foundations and endowments
  • +10 pension schemes
  • +10 insurance companies


  • Single family offices


  • Wealth managers
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)

Product
Main tasks

  • Investment reporting – standard and bespoke
  • Investment accounting – ready to book
  • Back office
  • IT
  • Auditors assurance reports
  • Know-how and daily support

Top features

  • 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)

Assets supported

  • 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)

Compliance

  • GDPR
  • AIFMD
  • UCITS

Whitelabel

  • Yes


  • Consolidated Reporting
  • Portfolio Management
  • Risk Management
  • Impact & ESG
  • Data Aggregation
  • Governance
  • Compliance
  • Financial Statements


  • A sleek and intuitive platform
  • Business-Intelligence module with dynamic visualisations
  • Performance reporting
  • X-ray of public funds
  • Sustainability insights
  • Alternative investments overview
  • Comparable Private-Equity overview
  • Risk and exposure reporting
  • Fee controlling and reporting
  • Bank integrations


  • Bankable or Financial Assets & Funds
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate
  • Digital Assets & Crypto Currency


  • MiFID II
  • GDPR


Yes

Technology
Type Of Software

  • Serviced software

Security

  • Oracle fine grained access control
  • Two factor authentication
  • Encryption
  • Firewalls
  • Back-up servers
  • Redundant hosting center

Ecosystem

  • Microsoft
  • Linux
  • Java
  • Oracle

Integrations

  • Bloomberg
  • Power BI
  • Excel
  • Various accounting systems

Mobile App

  • Yes


  • SAAS
  • Serviced software


  • Microsoft


  • Office 365 security integration
  • Integration to ERP systems
  • Microsoft Power BI
  • Excel
  • API


  • Yes