PandaConnect vs Swimbird Comparison

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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.

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SWIMBIRD

Swimbird

Category
Consolidated Reporting

With their head office in Sweden, Swimbird's Platform, SWIP, is a brand new, modern portfolio management solution that offers real-time aggregation and visualization of portfolio data irrespective of format, data source, geography and instrument type. Built on best-of-breed technology, it can be tailored for individual businesses and is continuously evolving to keep up with future demands.

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Company
Employees

11-50

Revenue

-

Founded

1997

Ownership

Owned by management

Incorporated

Denmark

Locations

  • Copenhagen
  • Vilnius

Top 5 Markets

  • Germany
  • Norway
  • United Arab Emirates
  • United Kingdom
  • United States of America

Total AUM

$+70 bn

Avg. AUM per client

$10m-10 bn


0-10


-


2018


  • Owned by management
  • Key staff also have ownership


Sweden


Stockholm


  • Sweden
  • Finland
  • Denmark
  • Norway
  • Luxembourg


$1.3b


$400m

Client
Focus

Single-Family Offices

Serves also

  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Financial Institutions

Number

  • +100 private clients
  • +20 foundations and endowments
  • +10 pension schemes
  • +10 insurance companies


Multi-Family Offices


  • Individual Wealth Owners
  • Single-Family Offices
  • Banks
  • Financial advisors


3

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
  • Full reconciliation towards custodians
  • 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


  • Portfolio Management
  • Data Aggregation
  • Consolidated Reporting


  • Connectivity and integration
  • Portfolio overview all assets & liabilities
  • Flexible and customizable reporting
  • Performance and risk analysis
  • Asset allocations incl. multiple categories
  • Online customizable
  • Dashboard in real time
  • Private equity and alternative investments
  • Accounting records
  • Data warehouse, record keeping incl full audit trail
  • Market and static data master


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


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


  • Serviced Software
  • SAAS
  • Fully Standalone


SWIP employs bank-grade security measures in order to safeguard our clients’ data.


Java


-


No

Simple solutions for complex times.