Audience

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

About DPC Monitor

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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Integrations

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Ratings/Reviews

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Company Information

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

Videos and Screen Captures

DPC Monitor Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Live Online
Webinars
In Person
Support
Phone Support
Online

DPC Monitor Frequently Asked Questions

Q: What kinds of users and organization types does DPC Monitor work with?
Q: What languages does DPC Monitor support in their product?
Q: What kind of support options does DPC Monitor offer?
Q: What type of training does DPC Monitor provide?

DPC Monitor Product Features

Investment Management

Benchmarking
Bonds / Stocks
Client Management
Performance Metrics
Risk Management
Accounting Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Portfolio Management