Asset Management

Complete Transparency at the Asset Level

Monitor assets with a single dashboard, easily see which ones need immediate attention using real-time data.

Analyze KPI trends across asset classes to improve decisions

Get a bird’s eye view of all your funds, filter based on KPI, make smarter and faster investment decisions.

Monitor compliance of the data collection process

Which portfolio company hasn’t uploaded their latest financials? Which asset is waiting in the compliance queue for approval? Monitor internal and external parties by asset.

Visualize portfolio valuation updates

Dashboard capability lets you easily analyze real-time valuations and scenarios across your entire portfolio.

See Mercatus in Action

Request your own personalized demo below to learn more about asset management and more!

We've joined Charles River, a State Street Company, enabling us to fully support clients across the investment spectrum.