The search term must be a minimum of 3 characters.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Business Needs
Select Business Need
Resource Type
Select Search Type

View Business Profile

Investment Reporting

Relevant Regions

Business Needs

Website Address

https://pandaconnect.com/

Connect with PandaConnect
Solution introduction

Standard-and bespoke reporting

Paper based-and online reporting

Investment Reporting is an art
The Investment Reporting – whether its on a single portfolio or a full consolidated reporting across managers and portfolios is an art – The entire reporting must reflect the underlying investment philosophies. The really good investment reports has found the balance between performance measurement, holdings, risk and compliance – all wrapped in beautiful graphics. 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.

Connect with PandaConnect

Send

Thanks for connecting with PandaConnect

We will inform PandaConnect of your interest and request that they connect with you.

Please sign up to see more

Sign up or login if a Wealth Manager

Register as a Solution Provider