Sydmarken 32A, 2860 Søborg, Denmark
We help solving client challenges with transparency through data aggregation and consolidated reporting across family members, banks, currencies, and managers. You can easily access your portfolios via PandaCockpit® (Web and App). Founded in 1997 and featured in Forbes (2019, 2020 and 2021)
We host, operate, maintain and develop the entire IT platform for The System for our clients. We receive data into the system from a wide range of information sources such as asset managers, custodians, data vendors and other data providers. We provide our clients with validated and consolidated data such as holdings, transactions, accounting figures, investment and performance reporting.
The solutions are simple, unique and global using our own build front-to-back on-line portfolio management platform.
Since the beginning of 1997, the IT setup has been audited by EY or KPMG.
21/09/2020
PandaConnect was founded over 25 years ago within one of Scandinavia’s largest banks as an institutional setting. Today, we are completely independent from banks and investment managers, offering families the very best from the institutional world in order to monitor, preserve and grow their wealth.
Our clients come from a variety of sectors – institutional clients like endowments and foundations, pension funds, investment funds, insurance companies and banks as well as family offices (SFO and MFO) and wealthy individuals.
Our clients are in general well diversified into different investment classes. Some clients are more or less full automatic while others are mostly manual.
Our largest clients calculated on AUM are approximately £6.5 billion and our smallest client with whom we have a direct relationship is £3.5 million. Our client with largest sub-client base has 5,000 clients beneath.
A total overview of wealth often includes assets that are regarded less as investments and more characterized by having sentimental value or held due to individual taste. PandaConnect has developed a state-of-the-art collections module handling all types of collective items from works of art and classic cars to wine collections, chattels and......
With a fully outsourced infrastructure for your fund company, we do all the work – you keep the control. The in-built traffic lights warn you if you get close to making any breaches. Whether you run UCIT funds or AIF funds we calculate the NAV. Together with the shareholder register and......
Investment Accounting covers the back office tasks as well as record keeping and accounting. Within back office we collect and reconcile all data. After data like transactions and holdings has been collected they are unified and made ready for use. The data are primarily collected from your banks and custodians......
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......