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DAPM - Dynamic Assets & Performance Monitoring SA

Category
Portfolio Allocation

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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Category

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

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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

Client
Focus

  • Single-family offices

Secondary focus

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

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

Technology
Type Of Software

  • SAAS,
  • Serviced software

Integrations

  • Single sign-on

Mobile App

  • Yes