
DAPM
Dynamic Assets & Performance Monitoring SA
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
| Attribute | Details |
|---|---|
| Categories | Accounting, 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 |
| Features | Ability to Whitelabel, Consolidated View, Custom Development Service, Custom Reports, Digital Excellence, Full Multi-Currency Support, Mobile App, Other Services, Proven Agility, Transparency |
| Target Segments | Private wealth owner, Service provider, Single-family office |
Documents
DAPM presentation main
3.6 MB
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 WebsiteFeatured in
Family Office Software & Technology Report 2025
Locations
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