Portfolio Monitoring

Dashboards and Reports

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

Drag-and-Drop Interface

You build your own reports with our simple drag and drop feature.

Always accurate reporting

Have confidence in your reporting: Data is real-time and consolidated, so no need to spend hours verifying it.

Mercatus Services for scale

No need to pay extra per report or you can use Mercatus data management services to build them for you.

“We spent too much time asking ‘Is this the right report’ instead of ‘What is this report showing me?’ We moved away from data validity to data analysis. We no longer have so many senior people looking to make sure the data is right.”

CEO, Global Multi-Asset Manager

See Mercatus in Action

Request your own personalized demo below to learn more about historical fund data, portfolio monitoring, and more.