Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
By utilizing established business methods along with extensive project expertise, a range of tailored solutions for various industries has been developed, eliminating the hassle of extensive customization. Additionally, configurations specific to a company can be established to enhance business processes and data entries without necessitating further programming. For unique needs related to crucial individual and market processes, custom solutions can be effortlessly incorporated into the system. Regular updates are seamlessly managed as well. This robust system continuously delivers vital information regarding open items, orders, inventories, and availabilities, complemented by comprehensive statistical data. Furthermore, users can achieve traceability down to the level of accessing specific documents through advanced drill-down features, ensuring a thorough understanding of all processes. Thus, the system not only streamlines operations but also enhances decision-making with its detailed insights.
Description
Gain a comprehensive understanding of the portfolio, including its values, trends, and any defined limits or alerts. Investigate any downward deviations within the portfolio to identify their underlying causes. From a high-level overview, delve into the specifics of individual holdings. Engage in a visual and interactive examination of the portfolio both in current terms and throughout its historical context. Analyze aspects such as allocation, exposure, risk factors, and performance attribution. Gather and monitor data concerning all assets and liabilities, regardless of their nature, including funds, stocks, bonds, ETFs, private equity, loans, real estate, timber, precious metals, art, derivatives, and more. Create one or multiple portfolios with preferred structures and aggregates to suit your needs. Synthesize and consolidate assets and liabilities from various sources, including different accounts and custodians. Integrate investment policies and regulations into the analytical tool for enhanced guidance. Establish allocation and exposure thresholds, as well as define the benchmarks and objectives applicable at various tiers within the portfolio. This comprehensive approach ensures meticulous tracking and management of the investment landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
IBM Informix
No
SQL Server
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Pascal
Founded
1977
Country
Germany
Website
www.pascal.de/en/products/products/integra_erp
Vendor Details
Company Name
Digital Portfolio Control
Founded
2015
Country
Sweden
Website
www.digitalportfoliocontrol.se/dpcmonitor/
Product Features
ERP
Accounting Integration
No
Accounting Management
No
CRM
No
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
No
HR Management
No
Inventory Management
No
Order Management
No
Project Management
No
Purchase Order Management
No
Purchasing
No
Reporting/Analytics
No
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
Yes