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DAPM

DAPM

Dynamic Assets & Performance Monitoring SA

Switzerland
Founded 2002
Technology Providers

Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.

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About DAPM

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. As an independent firm, owned by our management, our goals are fully aligned with those we serve. Data security is our foundation, backed by top-tier encryption, multi-factor authentication and systematic redaction to safeguard every detail. Our agile team of seasoned analysts thrives on flexibility, offering tailored data collection, financial control, and bespoke reporting solutions. Clients benefit from real-time portfolio monitoring and expert guidance, ensuring precision and peace of mind at every turn.

More Details

AttributeDetails
CategoriesAccounting, Consolidated Reporting, Data Aggregation, Digital Assets & Currencies, Governance, Impact & ESG, Peer Benchmarking, Portfolio & Cost Analysis, Portfolio Allocation, Private Markets, Real estate, Reporting, Risk Management, Security & Risk
FeaturesAbility to Whitelabel, Consolidated View, Custom Development Service, Custom Reports, Digital Excellence, Full Multi-Currency Support, Mobile App, Other Services, Proven Agility, Transparency
Target SegmentsPrivate wealth owner, Service provider, Single-family office

Documents

DAPM presentation main

3.6 MB

Download

At a Glance

Deployment

Proprietary platform ("Horizon"), online/cloud access

Security

ISAE 3402 (PwC-audited)

Data Hosting

Switzerland (Geneva HQ)

Custodian Feeds

Multi-bank global, daily reconciliation (no named list)

Asset Classes

All asset classes

AI Capabilities

Not publicly disclosed

Contact

Visit Website

Featured in

Family Office Software & Technology Report 2025

Locations

Switzerland

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