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What is PandaConnect?

PandaConnect is an all-encompassing investment administration platform that delivers an accurate, timely, and comprehensive perspective on portfolios spanning multiple asset classes and custodians, which include currencies, banks, family members, managers, and legal entities. With its origins in Scandinavian institutional finance and functioning independently since 1997, PandaConnect consolidates and aggregates information through its online interface, known as PandaCockpit, available on both web and app formats. This platform supports automatic daily reconciliations with over 65 custodians and enables transaction registrations by teams or automated systems, while also offering insights into performance metrics such as MWR, TWR, and IRR, along with risk assessments and compliance tracking, including VaR, stress tests, and adherence to Solvency II standards. Furthermore, it incorporates bookkeeping functions, NAV calculations, cost transparency, and the ability to create customized reports. The dynamic investment reporting features available through PandaCockpit empower users to visualize returns and risks in relation to benchmarks, monitor transactions, access static data, keep track of market values, and assess various statistical indicators, all while providing the capability for seamless data exports to facilitate additional analysis. This extensive range of tools equips clients with the ability to manage their investments with enhanced efficiency, clarity, and strategic insight, ultimately fostering better decision-making in their investment endeavors.

What is Eze Investment Suite?

Uncover premier applications that provide an all-encompassing investment experience, catering to the operational needs of your entire organization. The Eze Investment Suite acts as a holistic tool for a complete investment journey, covering all asset classes comprehensively. Its flexible and intuitive design enables users to tailor their views, workspaces, and dashboards while adhering to standardized workflows that are readily adopted by the firm. Users are empowered to evaluate data at multiple levels, ensuring they obtain the exact information necessary for quick and well-informed decision-making processes. By employing fully integrated straight-through processing, you can develop a customized investment environment that aligns with your specific requirements. The Eze Investment Suite boasts an open, vendor-agnostic architecture that ensures smooth connectivity with nearly any external platform or internal system available. Bolstered by adaptable APIs and a wide range of on-demand interfaces, the suite streamlines the integration of various platforms and counterparties, fostering enhanced collaboration throughout your organization. This all-encompassing strategy guarantees that every aspect of investment operations is efficiently organized and managed, paving the way for improved operational excellence. Ultimately, the Eze Investment Suite not only simplifies processes but also significantly enhances the overall investment experience.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PandaConnect

Date Founded

1997

Company Location

Denmark

Company Website

pandaconnect.com

Company Facts

Organization Name

SS&C Eze

Date Founded

1995

Company Location

United States

Company Website

www.ezesoft.com/solutions/eze-investment-suite-overview

Categories and Features

Categories and Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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