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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Effortlessly implement intricate models while easily overseeing asset allocations throughout various portfolios. Efficiently manage order flow across diverse custodians as well as different asset and security categories. Attain Simple Tax Alpha through effective Tax Harvesting and Location Optimization strategies. Maintain a clear overview of cash balances with robust yet straightforward tools designed for daily cash management and intra-day cash oversight. Seamlessly connect with a broad range of portfolio accounting, reporting, custodian, and execution systems. The features are meticulously crafted to guarantee trading compliance and precision in data accuracy. BlazePortfolio® specializes in providing streamlined, user-centric trade management solutions tailored for investment managers, RIAs, wealth managers, broker-dealers, family offices, and industry collaborators. Effortlessly manage order flow across various custodians and security types while keeping a close watch on cash balances with efficient tools for daily and intra-day cash oversight. By implementing complex models, you can effortlessly monitor asset allocations across your portfolios with confidence and clarity.

Description

PandaConnect serves as a comprehensive investment administration platform that offers an accurate, timely, and holistic view of portfolios across various asset classes and custodians, including currencies, banks, family members, managers, and legal entities. Originating from Scandinavian institutional roots and operating independently since 1997, PandaConnect aggregates and consolidates data through its online platform, PandaCockpit, which includes both web and app interfaces. This platform facilitates automatic daily reconciliations with over 65 custodians, allows for transaction registrations conducted by teams or systems, and provides insights into performance metrics such as MWR, TWR, and IRR, alongside risk assessments and compliance monitoring involving VaR, stress tests, and Solvency II guidelines. Additionally, it offers bookkeeping capabilities, NAV calculations, cost transparency, and customizable reporting features. The interactive investment reporting provided by PandaCockpit allows users to visualize returns and risks relative to benchmarks, track transactions, access static data, monitor market values, and evaluate statistical indicators, all while enabling seamless data exports for further analysis. This robust suite of tools ensures that clients can manage their investments with greater efficiency and clarity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BlazePortfolio

Founded

2005

Country

United States

Website

www.blazeportfolio.com

Vendor Details

Company Name

PandaConnect

Founded

1997

Country

Denmark

Website

pandaconnect.com

Product Features

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management No 

Product Features

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