PandaConnect vs KeeSystem

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.
Go back to PandaConnect
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.

Read more
keesystem

KeeSystem

Category
Portfolio Management

KeeSystem is a fintech company specialized in the wealth management digitalization. Thanks to our KeeSense software, our clients get access to an enhanced version of their business, automatically connected to their ecosystem, hence mastering the challenges of the financial industry.

Read more
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


  • <$50 million


  • 2009


  • Owned by a larger corporation
  • Owned by management


Switzerland


  • Monaco
  • Geneva
  • Luxembourg


  • Switzerland
  • Luxembourg
  • Monaco
  • Belgium
  • United Kingdom


$25 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


Multi-family offices


  • Single family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Banks


–

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


  • Compliance
  • Consolidated Reporting
  • CRM
  • Data Aggregation
  • Portfolio Management
  • Risk Management


  • Ability to Whitelabel
  • Banking Providers
  • Custom Development Service
  • Full Multi-Currency Support
  • Mobile App
  • Proven Agility
  • Sustainability
  • Transparency
  • Visionary Purpose
  • Digital Excellence


  • All assets can be included into our KeeSense solution, with a manual or automated data feed.
  • Bankable or Financial Assets & Funds
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate


  • MiFID II
  • FinSA/FinIA


  • 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


  • Serviced software
  • Fully standalone
  • SAAS


–


–


  • KeeSense can be connected to a large number of other tools/softwares through our API, for example:
  • Office 365
  • Excel
  • Teams
  • Slack
  • Tableau
  • WorldCheck
  • Performance Watcher


  • Yes