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DAPM

DAPM

Dynamic Assets & Performance Monitoring SA

Switzerland
Founded 2002
Outsourced Solutions

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

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.

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Categories

AccountingConsolidated ReportingData AggregationDigital Assets & CurrenciesGovernanceImpact & ESGPeer BenchmarkingPortfolio & Cost AnalysisPortfolio AllocationPrivate MarketsReal estateReportingRisk ManagementSecurity & Risk

Features

Ability to WhitelabelConsolidated ViewCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportMobile AppOther ServicesProven AgilityTransparency

Target Segments

Private wealth ownerService providerSingle-family office

Contact

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Featured in

Family Office Software & Technology Report 2025

Locations

Switzerland

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