Digital Shape Technologies

Portfolio Management

Country

Canada

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Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software. Webfolio governs the entire investment process in one seamless flow from front office and sales through middle office to back office operations. As a complete investment management platform Webfolio offers a turnkey solution or can be fully integrated with existing applications.

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Products and services

Webfolio helps investment organisations 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.

About the business

Established in 1999, Digital Shape Technologies Inc. is a private corporation based in Montreal, Canada. The company’s objective is the development of its global investment management software application Webfolio, as well as the provision of related support and services.

History

Digital Shape Technologies Inc. was founded in 1999 and is now used globally by more than 40 financial enterprises including asset managers, banks, insurance companies, pension funds and family offices. Webfolio’s clients include 10 of the world’s top-50 hedge fund managers, 4 of the top-10 private banks and 3 global banking groups.

About the owners and the team

The company has a small team of fewer than 10 employees based in Canada.

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