Digital Portfolio Control

HQ Address

Stureplan 4C, 114 35 Stockholm, Sweden

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Business introduction

DPC provides overview, control and efficiency for investment management

We provide easy-to-use services that simplify consolidated reporting, portfolio management, portfolio analysis, risk and limit control, compliance, and client communication

DPC provides services and technology for empowering both asset owners and asset managers/advisors. The clients we currently serve with consolidation, reporting, transparency and analysis have portfolios comprising just over €50,000 million. Portfolio sizes range from €500,000 up to €3,000 million.

We started as an integral part of the company Wassum (founded in 1996) in Stockholm and spun off as an independent company in 2016. Our background is in developing, delivering and supporting easy-to-use and efficient services to asset owners and actors in the financial sector. 

Our state-of-the-art platform is used by ourselves to provide services directly to asset owners, but also available as a B2B service for financial actors that want to serve their own clients. The platform allows for easy integration with data sources relevant for client portfolios; banks, fund managers, portfolio systems, etc.

Digital Portfolio Control Solutions

DPC Monitor

DPC Monitor is a service used by foundations, insurance companies, pension funds, family offices, private persons, etc. It makes the portfolio accessible for all relevant stakeholders - principals/owners, family, board members, portfolio managers, administrators, risk & compliance and auditors.   Consolidated reporting, portfolio analysis, risk and limit control, documentation, data import......

business needs
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DPC Platform

DPC Platform is a SaaS solution for asset managers, advisors, multi-family offices - and other financial actors managing their own end clients and their portfolios. It keeps all client portfolios updated and available for the relevant personnel: client managers, advisors, analysts, product managers, back office, marketing. Consolidated reporting, portfolio analysis, risk......

business needs
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