Portfolio Monitoring

Systematize Business Processes

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

Complex performance calculations

With Mercatus, users can perform complex performance calculations across assets and asset classes -- portfolios that may be managed by entirely different groups -- all in one place.

Real-time forecasting analysis

View pre-investment data and post-investment data in one place. Adjust to see how the forecast changes by adding or deleting certain assets -- analysis that could take weeks to do if data is siloed in different spreadsheets.

Built around your business

We fit into your data and analysis processes, not the other way around.

“The less time we spend doing manual work, the more time we spend doing value-added work. We’re able to see trends in the portfolio and make better investment decisions.”

VP, $50B Multi-Asset Fund Manager

See Mercatus in Action

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

Exciting News: State Street to Acquire Mercatus