PandaConnect vs Escali Comparison

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
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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

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

  • Germany
  • Norway
  • United Arab Emirates
  • United Kingdom
  • United States of America

Total AUM

$+70 bn

Avg. AUM per client

$10m-10 bn


11-50


-


2002


  • Owned by management
  • Key staff also have ownership


Norway


  • Bergen
  • Oslo


  • Denmark
  • Sweden
  • Norway
  • Finland
  • United Kingdom


$12Bn


-

Client
Focus

Single-Family Offices

Serves also

  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Financial Institutions

Number

  • +100 private clients
  • +20 foundations and endowments
  • +10 pension schemes
  • +10 insurance companies


Multi family offices


  • Individual Wealth Owners
  • Financial advisors
  • Banks
  • Fund Managers


+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
  • 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)

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.