PandaConnect vs Assure Wealth
You are looking for alternatives to PandaConnect. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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.
Read moreAssure Wealth
Category
Data Aggregation
Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.
Read moreCompany
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
- $2.5 million
- 2014
- Key staff also have ownership
- Clients are also owners
- Denmark
- Nivå
- Denmark
- Norway
- Sweden
- Switzerland
- United Kingdom
- $20 billion
- $160 million
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
- Individual wealth owners
- Single-family offices
- Multi-family offices
- 50 UHNWI
- 3 SFO
- 10 foundations
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
- Accounting
- Consolidated reporting
- Data aggregation
- Risk management
- Impact/ESG reporting
- Overview
- Flexible wealth reports
- Independence
- Full risk picture
- Follow-up on performance
- Integration to accounting systems
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- 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
- Serviced software
- Two-factor login
- Secure emails
- VITEC
- Accounting systems
- DW-solutions
- Yes