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.