Digital Shape Technologies

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.

Have a question regarding Digital Shape Technologies?

Contact Digital Shape Technologies directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.

Close

Contact the Digital Shape Technologies team directly for assistance or to arrange a conversation by entering your details below.

Few more questions...

Close

How it works:

Our team at Simple confidentially handles your personal details to facilitate an anonymous evaluation on your behalf. Submit your information below for a discreet exploration of potential fit by Simple’s team.

Few more questions...

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.

Get the intel you need to see if this software is for you.

Request more info

Digital Shape Technologies Reviews

Sign in to read or leave reviews for Digital Shape Technologies

Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of Digital Shape Technologies.

Simple solutions for complex times.