Solution introduction

DPC Monitor empowers asset managers/advisors by providing overview, control and efficiency

Each of your clients' portfolios - easily accessible, up-to-date and ready for analysis. Automated import, reporting and deviation control - in combination with support for client communication

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 and limit control, documentation, data import and export - is all made efficient and 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 and user role.

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