Portfolio Monitoring

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.

More than Excel templates

No need for rigid Excel templates as many portfolio monitoring tools require

Easily map new custom fields

Add new custom fields in Mercatus, map them to the appropriate cells in Excel.

Mercatus Excel Plugin

Our Excel plug-in lets you easily adjust and sync to meet your changing needs.

Extract data from PDFs

Handle complex incoming data from pdfs with our pdf parsing technology.

“We couldn’t get answers in our data before we implemented Mercatus. It took us five days to get basic KPIs out of our portfolio. Now we have the ability to get them instantly and trust the data audit trail.”

See Mercatus in Action

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