InveLedger

InveLedger

inveledger Global
DPC Monitor

DPC Monitor

Digital Portfolio Control
+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • eToro
    32,208 Ratings
    Visit Website
  • Planview Software Product Delivery
    2 Ratings
    Visit Website
  • Planview Portfolios
    200 Ratings
    Visit Website
  • Bryt Software
    19 Ratings
    Visit Website
  • Order.co
    228 Ratings
    Visit Website
  • Project Insight
    122 Ratings
    Visit Website
  • B2i
    2 Ratings
    Visit Website
  • Adaptive Security
    152 Ratings
    Visit Website
  • D&B Finance Analytics
    802 Ratings
    Visit Website

About

InveLedger is an investment-intelligence platform for professional investors, including private-equity and venture-capital firms, family offices, and institutional teams. It brings together portfolio information, company and investor profiles, investment histories, market activity, and opportunity signals. Proposed workflows include reviewing portfolio exposure, exploring company intelligence, monitoring market signals, organizing documents, and viewing analytics intended to surface relationships and trends. The site describes portfolio monitoring, investment overviews, reporting, and strategic insights. Its marketing pages present dashboard-style views of portfolio, document, team, and investor-discovery sections; access to the broader platform is requested through the vendor. InveLedger describes a developing platform for connecting investment information and supporting research and decision-making.

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.

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

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

Audience

Professional investors and investment teams, including private-equity and venture-capital firms, family offices, and institutional investors.

Audience

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

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$2,799/6 months
The Essential plan is $2,799 per six months. The Professional plan is $4,999 per six months. Enterprise pricing is custom.
Free Version Not Supported
Free Trial Not Supported

Pricing

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

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

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

Training

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

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

inveledger Global
Founded: 2016
United States
www.inveledger.com

Company Information

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

Alternatives

Alternatives

MarketRisk

MarketRisk

Dacris Software

Categories

Categories

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

Integrations

No info available.

Integrations

No info available.
Claim InveLedger and update features and information
Claim InveLedger and update features and information
Claim DPC Monitor and update features and information
Claim DPC Monitor and update features and information