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What is SimCorp Dimension?

SimCorp Dimension offers a robust solution for risk and performance management across various asset classes, integrating real-time position information to improve transparency and support better investment choices. This platform enables you and your teams to dissect investment performance and attribution at the level of individual security transactions. By utilizing top-tier market risk models and analytics, you can strengthen investment strategies, internal controls, and reporting while ensuring adherence to regulatory requirements. As market conditions evolve swiftly, it becomes increasingly important to meet solvency and capital market obligations, making the effective management of portfolio volatility and balance sheets a top priority. Simulating a range of scenarios is essential for evaluating their potential effects on investments, liquidity, balance sheets, and capital needs. Additionally, the ability to project various future outcomes will allow you to proactively adjust your asset allocation strategy, enhancing overall investment resilience and preparing for unforeseen challenges in the marketplace. Ultimately, this comprehensive approach not only safeguards your investments but also positions your organization for sustained growth in a fluctuating environment.

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.

Media

Media

Integrations Supported

Accelex

Integrations Supported

Accelex

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

SimCorp

Date Founded

1971

Company Location

Denmark

Company Website

www.simcorp.com/en/solutions/investment-management/performance-and-risk-management

Company Facts

Organization Name

Digital Portfolio Control

Date Founded

2015

Company Location

Sweden

Company Website

www.digitalportfoliocontrol.se/dpcmonitor/

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

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

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