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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

DEPOT Core is the foundation of every configuration. This Microsoft Windows-based software package has all the features you need for managing a depot. It includes all the essential features you need to manage a depot yard. The system can easily be expanded to add more functionality. Every Depot Software solution needs a solid foundation. Core application features include users and security roles, export to Excel, audit trails and archiving. Custom fields for all tables and fallback printers are also available. Customers, contacts, addresses, remarks, pop-up warnings, enforce references, multi-administration relation pool, customized invoicing/print/email rules per customer, price quotations, non-conformities. Automated actions, report editor and editable SQL overview grid. Also, a wide variety of pre-defined KPIs.

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

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Microsoft Word

Integrations

Microsoft Excel
Microsoft Word

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

Lucrasoft

Founded

1996

Country

Netherlands

Website

www.depotsoftware.com/en/old-content/solutions-old/depot-software/depot-core/

Vendor Details

Company Name

Digital Portfolio Control

Founded

2015

Country

Sweden

Website

www.digitalportfoliocontrol.se/dpcmonitor/

Product Features

Yard Management

Dispatch Management
Dock Management
Exception Alerts
Gate/Access Control
Maintenance Management
Seal Management
Task Management
Trailer Management
Workflow Management

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

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