Digital Portfolio Control

Monitor


Who Uses This Software?

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


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $250.00/month
  • Pricing Details
    Monthly subscr./portfolio + license/user + options. Implementation fee.
  • Deployment
    Cloud, SaaS, Web
  • Training
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Digital Portfolio Control
  • www.digitalportfoliocontrol.se
  • Founded 2015
  • Sweden

About Monitor

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.


Monitor Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

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