PandaConnect vs Copia Wealth Studios

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Panda Connect


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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Copia Wealth Studios

Portfolio Management

Copia Wealth Studios is a mobile-first platform for the modern wealth owner, providing their customers with the data needed whenever they need it. Custom and tailored lenses provide the correct detail for everyone: from the key decision-makers to those who only need to be kept in the loop.

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  • 11–50




  • 1997


  • Owned by management


  • Denmark


  • 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


  • 2021

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)

  • United States of America


  • Hong Kong
  • Switzerland
  • United Arab Emirates
  • United Kingdom
  • United States of America




  • Single-family offices

Serves also

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


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

  • Individual wealth owners

  • Single-family offices
  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors
  • Fund managers
  • Banks


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)


  • GDPR


  • Yes

  • Consolidated reporting
  • Portfolio management
  • Data aggregation
  • Impact/ESG reporting

  • Machine Learning/AI 1st approach to Insights and Ingestion.

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Venture Capital, Hedge Funds, Crypto Currency, Fixed Income & Bonds, Commodities & Natural Resources, Listed Equities & Bonds, Cash & Equivalents, Foreign Holdings


  • No

Type Of Software

  • 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

Mobile App

  • Yes

  • SaaS

  • All data is encrypted in transit and at rest.
  • AWS cloud with ability to leverage the tools for encryption and key management. None of the servers are accessible directly from the internet, we segregate them using VPCs and protect them using traffic analysis and firewall production provided by amazon and other vendors.
  • Infrastructure and access logs are centralized, archived and searchable so that we can analyze historical events if needed.
  • Tracking application performance and exceptions for awareness of any potential issues with our platform.
  • AWS and 3rd party products to analyze the configuration and test the security to ensure that there aren’t any issues.
  • Security configuration is based on well established patterns and has been globally battle tested.

  • AWS
  • iOS
  • Elixir


  • Yes