Digital Shape Technologies

Digital Shape Technologies

Multi-asset class management platform – Webfolio®
Digital Shape Technologies is a software solutions provider specializing in the advanced management of complex investment portfolios.

Its flagship product, Webfolio®, is an all-in-one web platform designed for asset managers, institutional investors, family offices, and funds operating across multi-entity and multi-jurisdictional structures.

Project Objectives

• Centralize the management of public and private assets in a single environment
• Provide a consolidated, traceable, and audit-ready view of portfolios
• Automate key processes: performance, risk, compliance, reporting, and fund accounting

Solutions Implemented

• Multi-asset and multi-structure modeling with full look-through
• Advanced tools for performance, scenarios, stress tests, and liquidity management
• Integrated modules for due diligence, CRM, KYC, and decision-making workflows
• Pre-trade and post-trade compliance, audit logs, and granular permission management
• Dynamic multi-channel reporting
• APIs and automations for integration with custodians, ERP, CRM, and third-party tools

Added Value

Webfolio® enables investment teams to control their data, secure their decisions, and achieve significant operational efficiency, while adhering to the highest regulatory requirements.

Website: https://dst.ca/