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Digital Portfolio Control (DPC) provide systems and services for following up reporting control governance and collaboration in investment portfolios. Our app - DPC Monitor - is used by foundations insurance companies pension funds family offices private persons etc. Makes the portfolio accessible for all stakeholders - principals board members portfolio managers administrators risk & compliance and auditors. Provides immediate access everywhere. It facilitates moving from manual to digital reporting and achieving straight-through-processing - by including interfaces for integration with the portfolio's sources (e.g. portfolio systems financial systems manual sources). Our platform - DPC Platform - empowers banks insurance companies fund managers and advisors that want an efficient solution internally and for their clients - providing tools for administration client communication reporting documentation and analysis.
15-18 June 2023
Whether you’re just starting out or looking to expand the scope of your direct primary care (DPC) practice, you’ll find the expertise you need to level up at DPC Summit.This is your opportunity to learn from nationally recognized faculty
Event Ended
Hybrid
Paid
Minneapolis