Monitor
This investment management software seamlessly integrates with major banks and asset managers across the Nordics, allowing users to manage diverse portfolio assets, including stocks, bonds, and real estate. With real-time updates, automated reporting, and customizable tools, it empowers clients to streamline portfolio oversight and enhances collaboration among stakeholders.
Top Monitor Alternatives
Itiviti
Offering a robust suite of automated trading and connectivity solutions, Itiviti enhances multi-asset trading capabilities while streamlining the entire trade lifecycle.
DPC Monitor
This investment management software provides users with real-time access to their portfolio's performance, values, and trends.
Cogency
This investment management software revolutionizes data integration and collaboration for investment firms.
WealthArc
This investment management software streamlines daily operations for wealth managers through automated workflows and data consolidation.
FundManager io
This innovative platform enables users to seamlessly manage investor communications, execute investment transactions, and oversee fund operations.
WealthWorks
This software excels in managing various investment-holding entities, including estates, charities, and family investment companies.
The Imagine Trading System
It integrates risk management, trading, and compliance functions, offering a real-time view of exposure across...
Update Capital
Investors enjoy a personalized dashboard, tracking cash flow, projections, and returns...
Broker Lender CRM
Designed for both new and established businesses, it facilitates growth through effective communication and insightful...
V
It enhances operational efficiency through streamlined enrollment, payroll reporting, and benefits calculations, while integrating AI...
TechRules Tower
It enables efficient risk management, personalized client interactions, and seamless data quality assurance...
WealthXcel
With Tiller's advanced technology, clients can securely onboard through automated checks, rapid AML/KYC processes, and...
StatPro Revolution
With precise portfolio analytics, it ensures transparency in performance and attribution, empowering teams to meet...
EXM
The focus on deliverable-based planning ensures consistent project execution, allowing for real-time reporting and a...
Sentry PM
With customizable dashboards, users can easily track key performance metrics, ensuring transparency and efficiency while...
Top Monitor Features
- 24/7 online service access
- Integration with Nordic banks
- Customizable service packages
- Automated information consolidation
- Daily updated portfolio data
- Investment policy alerts
- Multi-asset portfolio management
- Comprehensive reporting tools
- User-friendly mobile access
- Document sharing and collaboration
- Support for multiple portfolios
- Real-time asset tracking
- Risk management tools
- Client communication features
- Historical performance analysis
- Easy setup for new users
- Modular system integration
- Compliance and regulatory support
- Visual portfolio presentation tools
- Automated documentation management
