Setting up a Multi Family Office is a complex project. A lot of tasks and considerations must be done – a lot of decisions has to be made. A brand-new Nordic Multi Family Office has chosen PandaConnect as their future back-bone and infrastructure. The Client wanted to have the infrastructure in place before starting up the new business. With PandaConnect’s plug and play solution it was possible for the client to match expenses with income.
With the PandaConnect solution in place, the Client were able to focus on the business. It was possible to show potential clients, that a substantial part of the “small business risk” was eliminated as all processes for handling the administration and reporting were already in place. As an add-on the client could use the bespoke reporting for the future clients already in the sales process.