DPC MonitorDigital Portfolio Control
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Related Products
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About
Genesis Risk Monitor is a portfolio risk analytics platform for independant investors, Financial advisors and small funds that provides real-time market data, advanced risk analytics, and fundamental analysis.
The platform provides an extended data coverage (Stock, ETFs, FX, Bonds, Funds and commodities), Companies overview (fundamentals, estimates...), Economic indicators, Risk analytics (Scenario analysis, backtesting, VaR, Exposure...) and more.
For Financial advisors The platform also provides Client portfolios, Model portfolios and proposal builder.
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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.
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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
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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Audience
independant investors, financial advisors, small funds
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Audience
Pension foundations, Pension funds, Insurance company, Trade union, Foundations, Municipalities, University, Family offices, Individuals
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Support
Phone Support
Not Supported
24/7 Live Support
Not 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
Free
Free Plan: €0
Starter plan : €19.99/ €24.99 Advanced Paln: €38.99/ €48.99 Pro Plan : €83.30/ €118.99
Free Version
Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not 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
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationGenesis Risk Monitor
Founded: 2026
United Kingdom
genesis-rm.com
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Company InformationDigital Portfolio Control
Founded: 2015
Sweden
www.digitalportfoliocontrol.se/dpcmonitor/
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Alternatives |
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Categories |
Categories |
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Financial Risk Management Features
Compliance Management
Not Supported
Credit Risk Management
Not Supported
For Hedge Funds
Not Supported
Liquidity Analysis
Not Supported
Loan Portfolio Management
Not Supported
Market Risk Management
Not Supported
Operational Risk Management
Not Supported
Portfolio Management
Supported
Portfolio Modeling
Supported
Risk Analytics Benchmarks
Not Supported
Stress Tests
Supported
Value At Risk Calculation
Supported
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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
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Integrations
No info available.
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Integrations
No info available.
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