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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 Greenlock?

Greenlock functions as an independent wealth management platform that employs a Swiss-based zero-knowledge architecture, ensuring complete transparency and capital efficiency for both single-family and multi-family offices. The platform provides a wide array of services such as thorough fee benchmarking and reduction, performance audits, optimization of private equity and venture capital investments, real estate management, executive reporting, and core capital risk monitoring. By utilizing sophisticated analytics and net-of-fee evaluations, it uncovers hidden costs associated with banks, private equity, and hedge funds, empowering wealth owners to make well-informed, fee-sensitive decisions. Family offices gain the advantage of generating personalized, automated reports that can be customized to tackle aspects like risk, returns, fees, benchmarks, and non-bank assets. Greenlock integrates effortlessly with existing systems and operates without the sale of financial products or the management of client assets, ensuring that its incentives are entirely aligned with the interests of the owners. With over $2 billion in assets under management, the platform has consistently delivered notable fee reductions for its clients, underscoring its role as a valuable partner in wealth management. This unique capability enables Greenlock to remain agile and responsive to the changing demands of family offices in the current financial environment while continuously striving for excellence.

Media

Media

Integrations Supported

Microsoft Azure

Integrations Supported

Microsoft Azure

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Greenlock

Company Location

Switzerland

Company Website

www.greenlock.io

Categories and Features

Categories and Features

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