InveLedgerinveledger Global
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DPC MonitorDigital Portfolio Control
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Related Products
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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.
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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
Professional investors and investment teams, including private-equity and venture-capital firms, family offices, and institutional investors.
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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
Supported
Online
Not 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 VideosNo images available
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Screenshots and Videos |
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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
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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
Not Supported
Webinars
Not Supported
Live Online
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 Informationinveledger Global
Founded: 2016
United States
www.inveledger.com
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Company InformationDigital Portfolio Control
Founded: 2015
Sweden
www.digitalportfoliocontrol.se/dpcmonitor/
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Categories |
Categories |
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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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