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DAPM - Dynamic Assets & Performance Monitoring SA

Category
Digital Assets & Currencies

Founded in 2002, we are leaders in wealth consolidation and supervision. Headquartered in Geneva, with offices in the US and Asia, we continue to drive innovation and excellence in the industry. With a unique blend of cutting-edge technology and deep financial expertise, we deliver unparalleled transparency and oversight for our clients.

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aleta

Aleta

Category
Consolidated Reporting

Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy. With our intuitive interface, you get a complete overview of the entire family wealth presented in concise reports and dynamic visualizations.

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Company
Employees

  • 100-500

Founded

  • 2002

Locations

  • Geneva,
  • Miami,
  • Singapore,
  • Lisbon,
  • London

Top 5 Markets

  • Singapore,
  • Switzerland,
  • United Arab Emirates,
  • United Kingdom,
  • United States of America

Total AUM

  • $ 200B

Ownership

  • Owned by management


  • 11-50


  • 2006


  • US and Denmark


  • New York
  • Copenhagen
  • Aarhus


  • United States of America
  • Denmark
  • United Kingdom
  • Singapore
  • Canada


  • $100 billion+


  • Owned by management
  • Clients are also owners

Client
Focus

  • Single-family offices

Secondary focus

  • Individual wealth owners,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Pensions,
  • Endowments,
  • Foundations


  • Single family offices


  • Wealth managers
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)

Product
Main Tasks

  • Consolidated Reporting,
  • Data Aggregation,
  • Digital Assets & Currencies,
  • Governance,
  • Impact & ESG,
  • Portfolio & Cost Analysis,
  • Real Estate,
  • Risk Management

Top features

  • Ability to Whitelabel,
  • Custom Development Service,
  • Custom Reports,
  • Digital Excellence,
  • Full Multi-Currency Support,
  • Mobile App,
  • Other Services,
  • Proven Agility,
  • Transparency

Assets supported

  • Alternatives,
  • Art & Collectibles,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Commercial,
  • Commodities,
  • Cryptocurrencies,
  • Developed Markets,
  • Developing Markets,
  • Digital Assets & Crypto Assets,
  • Commodities,
  • Equities,
  • Fixed Income,
  • Foreign Exchange,
  • Gold & Precious Metals,
  • Hedge Funds,
  • Infrastructure,
  • Insurance,
  • Lifestyle Assets & Rare Collectibles,
  • Music Royalty,
  • Private Debt,
  • Private Equity,
  • Private Equity & Direct Investments,
  • Private Equity Funds,
  • Real Estate,
  • REITS,
  • Residential,
  • Venture Capital,
  • Warehousing & Industrial

Whitelabel

  • Yes


  • Consolidated Reporting
  • Portfolio Management
  • Risk Management
  • Impact & ESG
  • Data Aggregation
  • Governance
  • Compliance
  • Financial Statements


  • A sleek and intuitive platform
  • Business-Intelligence module with dynamic visualisations
  • Performance reporting
  • X-ray of public funds
  • Sustainability insights
  • Alternative investments overview
  • Comparable Private-Equity overview
  • Risk and exposure reporting
  • Fee controlling and reporting
  • Bank integrations
  • Fully enabled API for export and import


  • Bankable or Financial Assets & Funds
  • Derivatives
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate
  • Digital Assets & Crypto Currency


  • MiFID II
  • GDPR
  • SOC 2
  • SFDR


  • Yes

Technology
Type Of Software

  • SAAS,
  • Serviced software

Integrations

  • Single sign-on

Mobile App

  • Yes


  • SAAS
  • Serviced software


  • Microsoft


  • Office 365 security integration
  • Integration to ERP systems
  • Microsoft Power BI
  • Excel
  • API


  • Yes