Related Products
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About
MyFO is a cloudβnative, fullβstack wealthβmanagement platform tailored for family offices and highβnetβworth individuals, centralizing assets, accounts, documents, and scenario modeling into a single, secure interface. It consolidates financial information and critical contacts, supports AIβdriven data and document analysis and ingestion for alternative assets, and provides intuitive mapping of entities such as trusts, operating companies, and other holdings. It includes a secure document vault and task manager for collaboration, live accounting, and bank integration for realβtime reporting, as well as benchmarking tools alongside comprehensive Scenario Modeling to help evaluate investment outcomes. It features premium, whiteβglove onboarding completed in hours and emphasizes clarity and ease of use with realβtime dashboards and entity mapping for complex ownership structures.
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About
PandaConnect is a fullβscale investment administration platform and service designed to deliver a complete, correct, and timely portfolio overview across all asset classes and all custodians, currencies, banks, family members, managers, and legal entities. Built from Scandinavian institutional origins and independently operated since 1997, PandaConnect consolidates and aggregates data via its frontβtoβback online platform (PandaCockpit web & app), enabling automatic daily reconciliation with over 65 custodians, transaction registration by team or system, performance (MWR, TWR, IRR), risk figures, compliance monitoring (VaR, stressβtests, Solvencyβ―II), bookkeeping, NAV calculation, cost transparency, and bespoke reporting. PandaCockpit provides interactive investment reporting showing return, risk against benchmarks, transactions, static data, market values, statistical indicators, and supports data exports.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Individuals and family office teams seeking a tool to centralize asset oversight, collaborate on documents, model scenarios, and streamline KYC and compliance
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Audience
Institutional investors seeking a solution to automate reconciliation, performance and risk reporting, and ensure transparency across custodians
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationMyFO
Founded: 2021
Canada
myfotech.com
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Company InformationPandaConnect
Founded: 1997
Denmark
pandaconnect.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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