PandaConnect vs SoftLedger
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.
Read moreSoftLedger
Category
Accounting
SoftLedger provides real-time visibility to critical financial data. Our cloud-native accounting platform and APIs help family offices manage multiple entities and investments. This includes a full-featured general ledger, multi-entity consolidation, foreign currency revaluation, accounts receivable, accounts payable, crypto asset management, and more.
Read moreCompany
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
–
2016
- Owned by management
- External investors
United States of America
–
- United States of America
- United Kingdom
- Hong Kong
- Australia
- Singapore
-
-
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
Single family offices
- Multi-family offices
- Exchange platforms
- Software and technology providers
-
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
- Data
- Institutional Investor
- Data Aggregation
- Portfolio Management
- API
- OEM software and licensing
- Ability to Whitelabel
- Full Multi-Currency Support
- Custom Reports
- Custom Development Service
- Banking Providers
- Transparency
- Proven Agility
Alternatives
-
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
-
-
- Auth0
- Plaid
- Vezgo
- Postmark
- Expensify
No