Nordic diversified Family Office

October, 2021

Board Meeting Reporting

Nordic diversified Family Office

A Nordic family office with a diversified asset portfolio has chosen PandaConnect to help with daily administration and board meeting reporting through the platform. The CFO managed solely the administration part which had become extremely complex and too dependent on a single individual. Therefore, the family office started a process of investigating a system that could support the CFO with consolidation of their holdings. Initially looking for a “software only” solution, the family office was hesitant moving forward with PandaConnect, however after a number of demonstrations and a POC it was clear that PandaConnect could enhance the existing investment administration significantly and match everything that a sole software solution could provide the family office.
We are happy to start the collaboration, covering both software, the data gathering and processing, delivering valuable output to base the future investment decisions upon.

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