DAPM vs Private Wealth Systems

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DAPM - Dynamic Assets & Performance Monitoring SA

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.

Private Wealth Systems

Consolidated Reporting

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.

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

–

2014

Owned by management
Clients are also owners

United States of America

Charlotte
New York
Salt Lake City

Switzerland
United States of America
United Kingdom
Saudi Arabia
Australia

$200 billion

$223 million

Client

Focus

Single-family offices

Secondary focus

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

Single-family offices

Multi-family offices
Banks
Individual wealth owners
Fund managers

650+ UHNWIs and family offices

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

Accounting
Consolidated reporting
Portfolio management
Data aggregation
Risk management
Impact/ESG reporting

Data aggregation – our direct bank feeds captures 3x more data than other providers.
Data validation – we perform daily reconciliation and correct bank data errors.
Performance calculation – in side by side comparisons with other systems we have proven double-digit accuracy in performance and analytics.
Custom reporting – our award winning data model empowers each user to personalize their data any way they want.
Digital portal – wealth owners can customize their own mobile dashboards to have total power over their wealth.

Private equity
Bankable assets
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewellery)

GDPR

Technology

Type Of Software

SAAS,
Serviced software

Integrations

Single sign-on

Mobile App

SaaS
Serviced software

Multi factor authentication
Application scanning
Network scanning
Encryption at-rest and in-transit
Data leakage prevention (DLP)
User level access controls
Annual audits by global banks

Microsoft

API that can connect with any third party system including CRM, bill pay

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