PandaConnect vs Performativ
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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Performativ
Category
Portfolio Management
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future. SaaS Front-to-back wealth management system. Powerful performance and risk analytics on the whole portfolio, including non-bankable assets and connected to 300+ custodian banks. We are built with the latest tech, allowing for fast and real-time analysis and quick and pain-free onboarding.
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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
- 11-50
- <$50 million
- 2019
- Owned by management
- External investors
- Denmark
- Copenhagen
- Denmark
- Sweden
- Norway
- Belgium
- Netherlands
- 15 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
- Individual wealth owners
- Single family offices
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Fund managers
- 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
- Advisors
- Consolidated Reporting
- Data Aggregation
- Portfolio Management
- Risk Management
- Technology provider
- Non-bankable assets
- Reporting, data entry
- Offering backend data (i.e., reconciliation corporate action fixing)
- Full suite of performance metrics
- Consolidated performance reporting
- Firmwide analytics
- Near real-time valuation
- API gateway to 3rd party services
- Intelligent benchmarking
- Data aggregation
- Ability to Whitelabel
- Mobile App
- Banking Providers
- Full Multi-Currency Support
- Bankable or Financial Assets & Funds
- Lifestyle Assets & Rare Collectibles
- Real Estate
- Private Equity & Direct Investments
- Alternative investments
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
- Yes
- SAAS
- Fully standalone
- Serviced software
–
–
Plugs into countless systems via open APIs, e.g.: Salesforce, Bloomberg, Accounting software.
- Yes