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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
No
API Access
Has API
No
Integrations
Microsoft Excel
No
Microsoft Word
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
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
No
Dock Management
No
Exception Alerts
Yes
Gate/Access Control
Yes
Maintenance Management
No
Seal Management
No
Task Management
Yes
Trailer Management
Yes
Workflow 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
