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Consolidated Reporting to Single Family Offices

Our business is built on long-term working relationships. As we see it, any successful cooperation is built on trust and mutual respect.

Single Family Offices/UHNWI

Our highly experienced team solves your challenges within wealth transparency and accuracy through complete data aggregation, calculation and consolidation – across banks, custodians, currencies and managers. We facilitate a complete, correct and timely wealth overview–a full-scale investment administration covering both financial and non-financial assets.

Giving the principal and/or his SFO control back over data empowers them in making informed investment decisions – helping you achieve the twin goals of wealth preservation and growth.

Which Advantages Will a Single Family Office/UHNWI Obtain With a PandaConnect Solution?

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Handling of all asset classes through PandaCore technology – when new types of investment classes are discovered, it is gradually built into the system

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Higher transparency on costs and expenses

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Improved overview on manager performance

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Automatic validation of deposits, cash, holdings and much more – our system controls, matches and concludes data.

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PandaConnect’s dedicated client managers are standing by to support clients and answer questions

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