Invest Monitoring is an independent investment oversight platform built to support asset managers, institutional investors, and family offices in tracking, analyzing, and optimizing their portfolios with clarity and control.
Founded by a team of finance professionals and data engineers, our mission is to simplify portfolio supervision across custodians, asset classes, and geographies. Whether you manage discretionary mandates, model portfolios, or bespoke investment strategies, we deliver a unified view of your holdings—updated daily and accessible anywhere.
What We Offer
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Cross-platform Aggregation
Consolidate portfolios from multiple custodians and platforms into a single, accurate dashboard. -
Real-Time Insights
Identify risks, shifts, and opportunities before they impact performance. -
Institutional-Grade Reporting
Generate tailored reports for stakeholders, clients, or regulatory purposes—automatically. -
Custom Alerts & Benchmarks
Stay on top of performance deviations, asset drift, or exposure breaches with automated triggers.
Our Clients
We work with:
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Wealth managers
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Multi-family offices
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Pension funds
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Independent asset managers
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Financial advisors managing discretionary portfolios
Our Values
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Transparency over complexity
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Accuracy over assumptions
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Speed without compromise
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Client control at every level
If you’re looking for a clear lens into your investments—without the noise—Invest Monitoring is your edge.