Investment advisors

PandaConnect has been contacted a number of times from independent investment advisors who wish to offer their clients an independent investment administration. The foundation of a good collaboration is that the investment advisors, feels assured that PandaConnect delivers quality, integrity and service according to the highest of market standards.

 

Which advantages will an investment advisors obtain with a PandaConnect solution?

  • Focus on core business (investment advising)
  • The advisor can offer clients a better control of their investment universe:
    • An online dashboard where clients can follow investments across custodians, currencies, asset classes and jurisdictions
    • Good breakdown of expenses
    • Automatic accounting for investments
    • Good modules for risk assessments
  • Handling of all asset classes, no restrictions on an administrative level forward going