Our solutions for investment professionals throughout your organization
Sales | Marketing | Investor relations
Legal | Compliance | Risk
Reporting | Regulatory Reporting
IT | Operations | Security
Many more functionalities are integrated in Webfolio than we can concisely describe here. To learn more or schedule a demo, please contact us.
Your investment strategies and managed assets all in one place
Our services and certification
We implement Webfolio within your organization while integrating your historical data.
We offer private cloud services in which we install and maintain Webfolio for you.
Data Entry & Maintenance
We enter and audit for you, estimated and other information you may receive from managers and administrators by e-mail, through websites, or otherwise.
We provide most of the data management within front, middle and back office and reporting services by using Webfolio.
We develop additional on-demand functionalities especially tailored to your business needs, with the possibility to secure exclusivity for you.
We help users get the best experience possible on a daily basis by answering their questions and fixing bugs in a timely fashion.
We deliver Webfolio training and certification to the companies willing to provide services to our clients.
To discuss any of these services, to check if your Webfolio services provider is certified by us, or to obtain a list of certified Webfolio providers, please contact us.
Include 5 of the top-25 private banks1 and 3 of the top-10 asset managers2 globally.
Represent +600 users3.
Manage +$US5 trillion in assets under management3.
Digital Shape Technologies Inc.
715, Square-Victoria Street
Montréal, QC H2Y 2H7