Best For

Foundations, Pension Funds, Insurance Companies, Family offices, Private banking clients, Fund managers, Municipalities/Cities, Corporations.

Product Details

Monitor empowers asset owners and asset managers in following, analysing, collaboration and governance for asset portfolios. It is used for asset portfolios in foundations, insurance companies, pension funds, family offices/PB, etc. It makes the portfolio accessible to all stakeholders - principals, board members, portfolio managers, administrators, risk & compliance and auditors. It provides immediate access, everywhere. It facilitates moving from manual to digital reporting.

Contact Details

Digital Portfolio Control

https://www.digitalportfoliocontrol.se

Founded in 2015

Located in Sweden

Starting Price

  • $250.00/month
  • Monthly subscr./portfolio + license/user + options. Implementation fee.

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours

Monitor Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Rebalancing
Real Estate
Risk Management

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