Your portfolio - easily accessible, always up-to-date, ready for analysis, with automatic alerts in case of deviations. Fast overview and powerful drilldown into details
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 and export - is all made easy.
DPC Monitor provides immediate access, everywhere. The service is available via state-of-the-art interfaces for smartphones, tablets and desktop devices. The set of features - e.g., specific tables and graphs, reports, key figures, automated limits and alerts - can be tailor-made for each client.
DPC facilitates moving from manual to digital reporting, and achieving straight-through-processing - by including interfaces for integration with the portfolio's sources (e.g., portfolio systems, financial systems, manual sources, banks, fund managers) - and expertise. We have extensive experience from integration with proprietary systems and extracting data from legacy systems. Our analysts are experts in making portfolio history usable - by refining previous incomplete, inconsistent or incorrect data.