STP Investment Services vs PandaConnect

You are looking for alternatives to STP Investment Services. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

STP Investment Services

Technology provider

USA based, STP Investment Services, offers a platform that provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.

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.

Employees

100-500

Revenue

Founded

2008

Incorporated

Locations

Bangalore, India
Pennsylvania, USA
West Chester, USA

Top 5 Markets

United States of America

Total AUM

Avg. AUM per client

Ownership

Key staff have ownership,
External investors (neither clients nor staff)

11–50

1997

Owned by management

Denmark

Copenhagen
Vilnius

EU
United Arab Emirates
United Kingdom
United States of America

$85 billion+

$10 million – $10 billion

Client

Focus

Multi-family offices

Secondary focus

Banks,
Fund managers,
Individual wealth owners,
Investment & Financial Advisors (RIAs/IFAs),
Single-family offices

Single-family offices

Individual wealth owners
Multi-family offices
Financial advisors
Financial institutions

+120 private clients
+25 foundations and endowments
+10 pension schemes
+10 insurance companies

Product

Main Tasks

Accounting
Consolidated Reporting
Data Aggregation
Portfolio & Cost Analysis
Portfolio Management
Intra-Family Loans
After-tax performance reporting

Top features

Ability to White-label
Custom Development Service
Custom Reports
Full Multi-Currency Support

Assets supported

Alternatives
Art & Collectibles
Bankable or Financial Assets & Funds
Cash & Equivalents Commercial
Commodities
Cryptocurrency
Developed Markets
Developing Markets
Digital Assets & Crypto Currency
Direct Private Equity
Equities
Fixed Income
Foreign Exchange
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Lifestyle Assets & Rare Collectibles
Music Royalty
Private Debt
Private Equity
Private Equity & Direct Investments
Private Equity Funds
Real Estate
REITS
Residential
Venture Capital
Warehousing & Industrial

Compliance

Whitelabel

Investment reporting – standard and bespoke
Investment accounting – ready to book
Back office
IT
Auditors assurance reports
Know-how and daily support

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)

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)

GDPR
AIFMD
UCITS

Technology

Type Of Software

SAAS,
Serviced software

Ecosystem

Integrations

Salesforce,
Microsoft Dynamics,
Canoe

Mobile App

Serviced software

Oracle fine grained access control
Two factor authentication
Encryption
Firewalls
Back-up servers
Redundant hosting center

Microsoft
Linux
Java
Oracle

Bloomberg
Power BI
Excel
Various accounting systems

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STP Investment Services vs PandaConnect

You are looking for alternatives to STP Investment Services. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.