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Current portfolio monitoring industry challenges

Investment companies spend multiple hours and resources monitoring their portfolio data to ensure sound portfolio health. This comes with a high cost and higher man-hours. The investment involves an increased risk of losses, and in many cases, exits become very difficult for the investor. One of the many reasons behind this is the lack of monitoring automation and productivity gaps. As regulations become stricter, investors need to be more cautious against compliance breaches. Hence, business rules are required to handle the exceptions efficiently.

During the market analysis of Alternative Investment Funds, we found that majorly investment firms use spreadsheets and do portfolio monitoring, the financial statements are analyzed manually, and the health of the portfolio is then decided based on key parameters. This process tends to be very tedious and error prone. Thus, it involves high risk, and millions are spent on the same. As the investment grows older, it becomes mind-numbing to track the portfolio’s health. The statements are to be analyzed in a defined frequency, and the same process is to be followed in the cycle. To automate this spreadsheet-based approach into a potential product, the main challenge was customer acceptance, having an answer to their questions and making the product more accurate.

Monitor in Finnate

The monitor is one of the many products from the Finnate suite It started with the idea of continuous due diligence of portfolios in the post-investment stage. The investment monitor platform provides a comprehensive solution for businesses, enabling them to monitor their portfolios in real-time.

How Monitor helps

With a single platform for managing post-investment monitoring processes, businesses can reduce costs, improve efficiency, and reduce risk.

Real-time Monitoring:

Monitor provides real-time monitoring of investments, enabling businesses to identify potential risks and take action before they become significant problems.

Performance Analytics:

Monitor provides performance analytics, enabling businesses to assess the performance of their investments and make informed decisions.

Portfolio Management:

Monitor provides a centralized repository for data, enabling businesses to manage their portfolio of investments in a streamlined, efficient manner.

Customizable Reporting:

Monitor provides customizable reporting options, enabling businesses to generate reports that meet their specific needs.

Reduced Risk:

By automating post-investment monitoring processes, Monitor can reduce the risk of errors and improve compliance with regulations.


By adopting a cloud-based solution, businesses can reduce upfront costs and ongoing maintenance costs.

Improved Efficiency:

Monitor streamlines post-investment monitoring processes, reducing the time and resources required for manual monitoring.


The granularity of monitoring the different financial and operational metrics would differ as per the nature of the business. Hence, the end customer has the power to define the structure of financial statements, key metrics, and business rules via our rule’s engine capability. This is to ensure that customization as per the nature of business is done smoothly and the control remains with the end user of the product.


Pragati Khare

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