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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 INTEGRA ERP Software?

By leveraging proven business strategies alongside significant project experience, a variety of customized solutions for different sectors has been created, removing the burden of extensive modifications. Furthermore, configurations tailored to individual companies can be established, enhancing business workflows and data entries without the need for additional programming. For specialized requirements tied to critical individual and market functions, bespoke solutions can be easily integrated into the platform. Routine updates are handled smoothly as well. This comprehensive system consistently provides essential information concerning open items, orders, inventories, and availability, paired with in-depth statistical analysis. Additionally, users can achieve detailed traceability by accessing specific documents through advanced drill-down capabilities, ensuring a complete grasp of all operational processes. Consequently, the system not only optimizes workflows but also improves decision-making through its rich insights, ultimately fostering a more efficient business environment. This adaptability allows companies to respond swiftly to changing demands and market conditions.

Media

Media

Integrations Supported

IBM Informix
SQL Server

Integrations Supported

IBM Informix
SQL Server

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
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

Pascal

Date Founded

1977

Company Location

Germany

Company Website

www.pascal.de/en/products/products/integra_erp

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

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