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Do you work for Digital Shape Technologies? You can enrich your data with Simple and reach the next generation of client.

Digital Shape Technologies

Portfolio Management

HQ

Canada

Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.
Webfolio helps investment organizations reduce their operational costs and deliver an increased quality of information and services to their clients, by automating most of the investment process and related activities from sales and front office, to middle and back office on a single platform.

Why Family Offices come to Simple

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

Some companies with in depth profiles

WIZE by TeamWork

Portfolio Management

HQ

Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

Addepar

Consolidated Reporting

HQ

United States of America

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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Company Finder

Digital Shape Technologies

Category

Portfolio Management

HQ

Canada

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

WIZE by TeamWork

Category

Portfolio Management

HQ

Switzerland

Addepar

Category

Consolidated Reporting

HQ

United States of America

Simple solutions for complex times.

Insights

Companies

Digital Shape Technologies

Company Finder

Digital Shape Technologies

Category

Portfolio Management

HQ

Canada

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

WIZE by TeamWork

Category

Portfolio Management

HQ

Switzerland

Addepar

Category

Consolidated Reporting

HQ

United States of America

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