PandaConnect vs Fincite

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

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.

Fincite

Portfolio Management

Fincite solves challenges family offices are facing within their wealth management, advisory, or even self-execution services with the means of intelligent software. From onboarding (risk profile, sustainability preferences, KYC, AML, etc.), advice (automated investment proposal or wealth forecast), investment (portfolio optimizations or rebalancing), order execution (FIX, SWIFT or direct custodian connection) as well as regular reporting (portfolio aggregation and analysis). Their software offering is 100% modular.

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 million

2016

Owned by management
External investors (neither clients nor staff)

Germany

Frankfurt

Germany
United States of America
DACH
Nordics
Dutch

–

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

Individual wealth owners
Single family offices
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
Custodians
Banks
Brokerages

30 clients around the globe, thereof 5 international universal banks, 7 private banks, 4 wealth managers, 1 broker pool, 7 advisors.

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

Customer Onboarding
Portfolio management
Order execution

Ability to Whitelabel
Custom Development Service
Custom Reports
Digital Excellence
Full Multi-Currency Support
Mobile App
Proven Agility
Sustainability
Real-time analytics
Asset class aggregation
Client Portal

Alternatives
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate

MiFID II
GDPR

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

SaaS

Microsoft
SAP
Java
Other

There is no system we would not integrate with our flexible API data model, e.g. Microsoft Dynamics for CRM, Triple A for PMS/ OMS

Yes

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