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Description
Consolidate all project requests and collaborative information while streamlining the process for creating and prioritizing business cases. Evaluate project portfolios with the help of dashboards that display the current status of portfolios concerning all key performance indicators vital to your organization. Choose the investment combinations that will most effectively fulfill your strategic business objectives by effortlessly comparing various scenarios. You aim to oversee the advancement and documentation of your projects, collaborate efficiently, monitor resources, and generate unified views of your portfolio. The good news is that our platform will enable you to accomplish all of this seamlessly. You will retain the flexibility to define attributes as easily as you would in a spreadsheet, all within a user-friendly platform. Plus, you can try the tool at no cost, and setting up your account will take only about 30 minutes, allowing you to quickly begin optimizing your project management experience. This means you can start reaping the benefits of enhanced collaboration and efficiency almost immediately.
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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
D-Sight
Founded
2010
Country
Belgium
Website
www.d-sight.com
Vendor Details
Company Name
Digital Portfolio Control
Founded
2015
Country
Sweden
Website
www.digitalportfoliocontrol.se/dpcmonitor/
Product Features
Decision Support
Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control
Product 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