PandaConnect

In the investment administration space, clients have always demanded a complete, trustworthy, and reconciled overview of their wealth, which is often fragmented and dispersed across multiple banks, investment managers, and asset classes. This necessitates a consolidated overview, combined with simplified investment portfolios, which will make it easier for clients to make informed decisions and assess risk. To help clients make better investment decisions, PandaConnect facilitates a timely, correct, and complete portfolio overview through its services.

The company aims to create maximum value for clients at the lowest possible cost by providing services such as investment reporting and accounting, fund services (NAV), collection management, and IT. It offers unique solutions through its in-house developed front-to-back on-line portfolio management platform.

“We solve our client’s challenges with transparency and accuracy through complete data aggregation, calculation, and consolidation, across jurisdictions, legal entities, family members, banks, currencies, and custodians,” says Henrik Wolff-Petersen, Director and one of the two Co-founders of PandaConnect.

The company’s platform is designed to help family offices manage their investments, assets, and wealth in a streamlined, efficient, and transparent manner. It also facilitates a full-scale investment administration covering financial and non-financial assets. The platform’s capabilities include full portfolio and wealth administration, including registration of transactions and reconciliation. Based on this, PandaConnect provides performance reporting, exposure overview, and compliance, amongst other services, which allow family offices to stay on top of their investments and maintain control over their wealth.

The platform is highly customizable and can be tailored to the specific needs of each family office. Family office managers can access all of the information they need in real-time without worrying about the complexities of their investments. The platform is also highly secure, with robust security measures to ensure the confidentiality and privacy of family office data.

A case study elucidates PandaConnect’s services’ competence in its interaction with a large international single-family office. Since they managed most of the family’s shared and individual investments, the owners needed assistance overseeing the portfolios efficiently. By leveraging PandaConnect’s platform, the family office was able to streamline its operations and gain a complete overview of all investments. The platform provided a centralized repository of information, allowing the family members and managers to visualize the performance of the portfolios and shared investments.

Implementing PandaConnect’s platform increased transparency, reduced costs, and improved the efficiency of the family office’s operations. They were also able to provide better service to the entire family, and the members could trust that their investments were being managed professionally and efficiently.

The company’s clients have access to PandaCockpit—its web and app solution— which provides an overview of the most relevant investment information. PandaConnect works across various industries, from smaller private wealth segments, single to multi-family offices, investment advisors, foundations, universities, pension schemes, insurance companies and other clients with large investments. Its unique combination of experience, expertise, and cutting-edge technology has made it a leading provider of investment management solutions for family offices and institutional clients. With a record of accomplishment and a commitment to excellence, PandaConnect is well-positioned to continue delivering value to its clients and contributing to advancing the investment management industry.