PandaConnect vs FA Solutions 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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FASolutions, family office software, portfolio management software, consolidated reporting software

FA Solutions

Category
Portfolio Management

Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do.

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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


50-100


-


1999


  • Owned by management
  • Key staff also have ownership


Finland


  • London
  • Helsinki
  • Stockholm
  • Riga


  • Norway
  • Singapore
  • Switzerland
  • United Arab Emirates
  • United Kingdom


$+100B


$500M-5B

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


  • Single-Family Offices
  • Fund managers
  • Financial advisors
  • Banks


70

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


  • Accounting
  • Consolidated Reporting
  • CRM
  • Governance
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting


  • Portfolio & Trade order management
  • Analytics
  • Compliance
  • Corporate actions
  • Fee management
  • Reconciliation
  • FA Client Front
  • Reporting
  • Accounting
  • Client Management


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


  • MiFID II
  • GDPR
  • AIFMD
  • UCITS


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


  • Layers approach
  • Two-factor authentication ISO Certified hosting partners
  • SSL encryption
  • 3rd party annual penetration test audit trail


  • Microsoft
  • Google
  • Java


  • MS Office
  • M2 wealth
  • Various custody connections
  • Bloomberg
  • MorningStar
  • Nasdaq
  • Calastone
  • Azure


Yes

Simple solutions for complex times.