PandaConnect – Family office software solution

Most family offices juggling assets across multiple banks, currencies, and legal structures find that no single custodian gives them a complete picture. PandaConnect was built specifically to solve that gap. Founded in 1997 as a FinTech initiative inside Nordea Investment Management and fully independent since 2015, the Danish firm operates with no asset management arm, no product sales, and no retrocessions. That structural neutrality means clients can keep their existing custodians and advisors while PandaConnect handles the administrative layer behind them.

The firm serves over 100 clients with more than 1,000 portfolios across four continents, pulling data from more than 65 national and international banks. Its client base spans single and multi-family offices, endowments, pension funds, foundations, and UHNW individuals. The PandaCockpit platform, available as a web portal and mobile app, gives clients real-time access to portfolio data, with reports exportable in PDF or Excel. Core service areas include:

• Consolidated investment reporting across custodians, entities, and asset classes
• Portfolio accounting, reconciliation, transaction booking, and accruals
• NAV and fee calculation including high watermark and tiered fee models
• Collection and passion asset integration into overall allocation
• Audit-ready year-end documentation and regulatory compliance support (GDPR, LGPD, IFRS)

PandaConnect is ISAE 3402 and ISAE 3000 certified, which matters for clients whose auditors require third-party controls assurance. The firm is privately owned and operates an international office in Vilnius alongside its Copenhagen headquarters. Pricing is not publicly disclosed, and the service-plus-platform model may carry a cost profile that smaller or simpler family offices find difficult to justify. For offices managing complexity across multiple jurisdictions and custodians, PandaConnect offers a well-established, conflict-free administrative infrastructure.

• Consolidated investment reporting across multiple custodians and legal entities
• Portfolio accounting, reconciliation, and back-office administration
• NAV and fee calculation for fund structures
• Collection and passion asset tracking integrated into asset allocation
• Audit and year-end documentation preparation
• Regulatory compliance support including GDPR, LGPD, and IFRS

• PandaCockpit web portal with real-time portfolio overview
• Mobile app for portfolio access
• PDF and Excel report generation
• Time-weighted and money-weighted performance returns
• Benchmark comparison and risk attribution
• High watermark, hurdle rate, and tiered fee models
• Multilingual investor and shareholder reporting
• Data export files for client bookkeeping systems
• Capital calls and distributions processing
• Shareholder register maintenance

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Finance / Accounting Teams.

Management reportingCompliancePerformance methodsBenchmarkHistorical dataUser rightsModule selectionPortfolio structure

Dedicated team contacts with direct phone and email; informal consultation meetings offered via Teams

Implementation described as fast; one client signed in spring and prepared an interim report by summer of the same year