DPC Monitor

DPC Monitor

Digital Portfolio Control
Clockwork DPC Monitor

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Clockwork:

About

Clockwork Universe is a digital investment office for private markets that centralizes alternative investments, including private equity & venture capital, direct private deals, holding & operating companies, syndicate/SPV deals, real estate, public equities, cash, collectibles, and more, into a single platform. It offers portfolio monitoring with a dynamic dashboard for quantitative and qualitative data, transaction management at holding and portfolio levels, opportunity tracking via investment profiles and pipeline organization with tagging, custom metrics at the holding level, and portfolio-wide metrics for holistic performance views. Advanced features include Suggested Updates (AI‑powered extraction of insights from unstructured inbox data), a Chrome extension for seamless data capture from LinkedIn, Crunchbase, documents, and web browsing into portfolios, and portfolio‑centric chat for focused collaboration.
DPC Monitor:

About

Get an immediate overview of the portfolio, values, trends and any limit values ​​and warnings. Follow deviations downwards in the portfolio and look for causes. Drill-down from the top down to individual holdings. Visual and interactive analysis of the portfolio in detail, now and historically. Examine allocation and exposure, risk, attribution, etc. Collect and follow information about all assets (and liabilities) regardless of type: Funds, Equities, Bonds, ETFs, PE, loans, real estate, forest, precious metals, art, derivatives, etc. Define one or more portfolios, with desired structures (aggregates). Consolidate and aggregate assets (and liabilities) from all different sources, depots, trustees. Build investment policy and rules into the tool. Define allocation and exposure limit values. Define which benchmarks and goals are to apply at different levels in the portfolio.
Clockwork:

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
DPC Monitor:

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
Clockwork:

Audience

Private investors needing a tool to centralize their diverse alternative assets, streamline due diligence and reporting, and gain AI‑driven insights across their portfolio
DPC Monitor:

Audience

Pension foundations, Pension funds, Insurance company, Trade union, Foundations, Municipalities, University, Family offices, Individuals
Clockwork:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
DPC Monitor:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Clockwork:

API

Offers API Not Supported
DPC Monitor:

API

Offers API Not Supported
Clockwork:

Screenshots and Videos

DPC Monitor:

Screenshots and Videos

Clockwork:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
DPC Monitor:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Clockwork:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software
DPC Monitor:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Clockwork:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
DPC Monitor:

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported
Clockwork:

Company Information

Clockwork
Founded: 2016
United States
www.clockwork.app/
DPC Monitor:

Company Information

Digital Portfolio Control
Founded: 2015
Sweden
www.digitalportfoliocontrol.se/dpcmonitor/
Clockwork:

Alternatives

DPC Monitor:

Alternatives

BarraOne

BarraOne

MSCI
Clockwork:
Allvue

Allvue

Allvue Systems
DPC Monitor:
MarketRisk

MarketRisk

Dacris Software
Clockwork:
Syndicately

Syndicately

5.0 out of 5 stars
DPC Monitor:
Clockwork:
DPC Monitor:
Clockwork:
DPC Monitor:
Clockwork:

Categories

Family Office Supported
DPC Monitor:

Categories

DPC Monitor:

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Supported
Clockwork:

Integrations

Carta Supported
Charles Schwab Supported
Crunchbase Supported
Docusign Supported
Dropbox Supported
Gmail Supported
Google Chrome Supported
Google Drive Supported
LinkedIn Supported
Microsoft Excel Supported
Microsoft Outlook Supported
QuickBooks Online Supported
SS&C Advent Supported
Sei Supported
Shareworks Supported
eFront Supported
DPC Monitor:

Integrations

Carta Not Supported
Charles Schwab Not Supported
Crunchbase Not Supported
Docusign Not Supported
Dropbox Not Supported
Gmail Not Supported
Google Chrome Not Supported
Google Drive Not Supported
LinkedIn Not Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
QuickBooks Online Not Supported
SS&C Advent Not Supported
Sei Not Supported
Shareworks Not Supported
eFront Not Supported
Clockwork:
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DPC Monitor:
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