Portfolio Monitoring

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Portfolio Monitoring Use Case

“Performance reporting is time-consuming. We are adding headcount as the portfolio expands, but this is leading to more inconsistency.”



Historical Fund Transaction Data

Learn from your own history. Utilize fully auditable historical fund transaction data to make better investment decisions for your portfolio’s future.

Importing Operational KPIs

The most important part of a successful data management platform is effectively bringing data into the system. Load operational KPIs in configurable and flexible ways.

Systematize Business Processes

You determine your business logic and processes for managing investment data. We provide the tool to execute them.

Dashboards and Reports

Effective data analysis requires data visualization. Create user-defined dashboards and pixel-perfect management reports with ease.

Portfolio Manager Interview

Listen firsthand to how this portfolio manager utilizes Mercatus and the effect it has had on the business overall.

Discover More

Learn how we’re solving portfolio management challenges. View our Client Success Stories or request your own personalized demo.

Portfolio Monitoring Overview Video

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