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features
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support

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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.

Description

Customizable reports offer clarity regarding the specific Holds associated with each custodian, detailing who has acknowledged their holds and who has not. These reports can be generated instantaneously and exported in various formats for ease of use. Through the Custodian Portal, custodians can conveniently respond to hold notices and related questionnaires from any device, eliminating the need for communication with the legal team. This user-friendly interface enables custodians to effortlessly view all their associated holds in real-time. Additionally, you can create, automate, and manage email message templates by utilizing information placeholders, enhancing efficiency. By selecting different types of communication, you can design tailored questionnaires that improve the management of holds and custodians. With the introduction of custom reminder scheduling, questionnaires, and tracking, the hassle of manual reminders is a thing of the past. Instead of continually following up with custodians, leverage automatic audit reports to maintain compliance in your eDiscovery process while ensuring that your holds are defensible in court. This streamlined approach not only saves time but also strengthens the integrity of your legal processes.

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

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PandaConnect

Founded

1997

Country

Denmark

Website

pandaconnect.com

Vendor Details

Company Name

ZyLAB

Founded

1983

Country

Netherlands

Website

www.zylab.com/en/product/legal-hold

Product Features

Product Features

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