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
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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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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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
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
- +120 private clients
- +25 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 (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
- 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
- Java
- MS Office
- M2 wealth
- Various custody connections
- Bloomberg
- MorningStar
- Nasdaq
- Calastone
- Azure
Yes
