PandaConnect vs Escali Comparison

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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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escali-logo

Escali

Category
Consolidated Reporting

Norway based Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies. Escali Financials is scalable, cost effective and cloud-based and includes Portfolio Management, Risk Management, Treasury Management and Consolidated Reporting. Integrated with more than 50 ERP-systems and data providers such as Bloomberg, Refinitiv, Nordic Trustee and Infront.

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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

-


  • 2002

  • Owned by management
  • Key staff also have ownership

  • Norway

  • Bergen
  • Oslo

  • Denmark
  • Sweden
  • Norway
  • Finland
  • United Kingdom

  • $12 billion

-

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

  • Individual wealth owners
  • Financial advisors
  • Banks
  • Fund managers
  • Multi-family offices

  • 100+
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
  • Treasury management
  • Risk management
  • Governance
  • Compliance
  • Impact/ESG reporting

  • Cloud-based
  • Dynamic and flexible dashboards and reports
  • Performance and strategy monitoring
  • Seamless 2-way integration to data terminals
  • Use AI to read and import contract notes
  • Electronic contract notes available in the system
  • Access control to features and reports
  • Automatic interest fixing on interest bearing instr.
  • Seamless integration to ERP-systems
  • Handles all types of asset classes

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

  • AML
  • KYC
  • Regulatory Reporting

  • 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 operates physical and SQL servers
  • Microsoft backup and Escali additional backup
  • Authentication with username and password
  • 2-factor authentication
  • Anually security audited
  • All traffic is encrypted with SSL based encryption
  • Dedicated SQL instances per customer
  • Individual data and software areas per customer
  • Automatic monitoring of login attempts

  • Microsoft

  • Office 365 security integration
  • Power BI integration
  • Bloomberg integration
  • Infront integration
  • Refintiv integration
  • Fixrate integration
  • Bank integrations (approximately 120)
  • ERP integrations (approximately 50 formats)
  • Excel integrations
  • CSV-/txt-file integrations
  • Settlement integrations

  • No
Simple solutions for complex times.