Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • ZenTreasury Reviews & Ratings
    4.9 out of 5 stars 9 Ratings
    Company Website for ZenTreasury
  • Planview Software Product Delivery Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Planview Software Product Delivery
  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,208 Ratings
  • Summ Reviews & Ratings
    4.5 out of 5 stars 878 Ratings
    Company Website for Summ
  • Bryt Software Reviews & Ratings
    4.8 out of 5 stars 19 Ratings
    Company Website for Bryt Software
  • SBS Asset Finance Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for SBS Asset Finance
  • CoinStats Reviews & Ratings
    4.5 out of 5 stars 101,132 Ratings
    Company Website for CoinStats
  • Portfolio Manager Reviews & Ratings
    5.0 out of 5 stars 3 Ratings
    Company Website for Portfolio Manager
  • Planview Portfolios Reviews & Ratings
    4.2 out of 5 stars 200 Ratings
    Company Website for Planview Portfolios

What is DPC Monitor?

Develop a thorough comprehension of the portfolio by analyzing its values, trends, and any established limits or alerts. Examine any negative fluctuations within the portfolio to uncover their root causes. From a broader perspective, investigate the details of each individual holding. Engage in a dynamic and visual exploration of the portfolio, both in terms of its current status and its historical performance. Scrutinize elements such as asset allocation, exposure levels, risk factors, and performance attribution. Collect and oversee information on all assets and liabilities, encompassing various types including funds, stocks, bonds, ETFs, private equity, loans, real estate, timber, precious metals, artwork, derivatives, and more. Design one or multiple portfolios tailored to your preferences and structural requirements. Consolidate and synthesize assets and liabilities from multiple sources, including various accounts and custodial services. Incorporate investment policies and compliance regulations into your analytical framework for improved direction. Set allocation and exposure limits, and outline benchmarks and objectives that apply at different levels within the portfolio. This detailed strategy guarantees thorough oversight and management of the investment environment, ultimately supporting informed decision-making and strategic growth.

What is EAS Expense Allocation System?

Consistently ensure precise allocations by automatically calculating and implementing sharing percentages solely for funds permitted to incur costs. Enhance the efficiency of accounts payable throughout the organization, allowing for effortless access to detailed expense reports. Utilizing EAS can help avoid penalties associated with misallocations and streamline allocation policies, ensuring that all expenses are in accordance with fund agreements and disclosures. The traditional approach to distributing expenses among various funds tends to be convoluted and ambiguous. Moreover, complex allocations done through Excel often carry hidden inaccuracies due to a lack of stringent controls. Such misallocation issues can pose significant risks for asset managers, potentially causing delays in reimbursements or improper allocations that could compromise their financial stability. By adopting automated solutions, organizations can greatly improve both the accuracy and transparency of their expense management processes, ultimately fostering a more reliable financial environment. Furthermore, this transition not only mitigates the risk of errors but also enhances overall operational efficiency, enabling asset managers to focus on more strategic initiatives.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Digital Portfolio Control

Date Founded

2015

Company Location

Sweden

Company Website

www.digitalportfoliocontrol.se/dpcmonitor/

Company Facts

Organization Name

IntegriDATA

Date Founded

2002

Company Location

United States

Company Website

integri-data.com/products/eas-fund-expense-allocation-system/

Categories and Features

Investment Management

Benchmarking
Bonds / Stocks
Client Management
Performance Metrics
Risk Management

Categories and Features

Hedge Fund

Not specified

Popular Alternatives

MarketRisk Reviews & Ratings

MarketRisk

Dacris Software

Popular Alternatives

Datanet Reviews & Ratings

Datanet

DATANET
FastFund Online Accounting Reviews & Ratings

FastFund Online Accounting

Araize
4.0 out of 5 stars