Optimize Your Investment Management with a Unified, Real-Time Platform

Since 1999, Digital Shape Technologies has been empowering investment professionals with innovative tools designed to support performance and control. Based in Canada, we specialize in advanced fintech solutions for asset management. Our flagship platform, Webfolio^®, is a fully integrated, multi-asset, real-time portfolio management system that streamlines operations across front, middle, and back offices. Tailored to your operational model, Webfolio^® adapts to complex investment strategies and evolving regulatory requirements.

Over 25 Years of Proven Expertise in Investment Management

Founded in 1999 in Montreal, Canada, Digital Shape Technologies brings over 25 years of experience in multi-asset portfolio management. Our unified platform is designed to support the entire investment lifecycle, from front to back office, through a single, integrated solution.

Serving Leading Institutions Across Global Financial Markets

Over the years, Digital Shape Technologies has earned the trust of institutions across the globe by delivering scalable, secure, and adaptable investment management technology. Our clients operate in some of the world’s most active financial centers — and so do we.

Proudly Canadian, Trusted by Clients Worldwide

North America
Montréal – New York – San Diego

Europe
London – Dublin – Madrid – Geneva – Zurich – Lucerne – Luxembourg

Caribbean & Offshore
Bermuda / British Virgin Islands (BVI)

Asia
Singapore – Hong Kong – Pune – Gurgaon – Bangalore

Your Trusted Partner in Investment Technology

At Digital Shape Technologies, we specialize in developing cutting-edge solutions for institutional investors. Webfolio® enables organizations to automate investment processes, enhance data quality, and reduce operational costs, all within a single, scalable platform.

Why Choose Webfolio^®?
The Market-Leading Solution

Webfolio^® stands out from competitors with its unique combination of comprehensive functionality, user-centric design, and industry-specific adaptability. Unlike fragmented solutions that require multiple integrations, our platform delivers a truly unified experience across all investment processes.

Integrated Workflow & Business Process Automation

Streamline your operations with configurable workflows, four-eyes validation, and straight-through processing — reducing operational risk and ensuring compliance across all teams.

End-to-End Portfolio Management Across All Asset Classes

Manage portfolios of any complexity with full support for multi-asset classes, investment structures, compliance rules, and real-time valuation — all in a single platform.

Powerful Reporting & Microsoft Office Integration

Deliver tailored, professional-grade reports with dynamic MS Office templates, customizable dashboards, and automated distribution — fully integrated with your portfolio data.

Advanced Analysis, Modeling & Look-Through Capabilities

Gain deep insight into portfolio performance with powerful analytics, risk tools, and configurable look-through views across nested investments and asset structures.

Proven Track Record with Leading Financial Institutions

Digital Shape Technologies is trusted by institutions around the world to power mission-critical investment operations at scale.

3 Major Private Banks

Trusted by 3 major private banks in Europe

17 Financial Hubs

Operating in 17+ financial hubs across North America, Europe, and Asia

Five Trillion In Assets Under Management

Supporting the management of over $5 trillion in assets under management (AuM)

600 Users Worldwide

Trusted by a community of 600+ users worldwide

Industry-Specific Solutions

Webfolio^® addresses unique challenges faced by different types of investment professionals:

Asset Managers

Streamline multi-strategy management, improve performance attribution, and enhance client reporting with customizable dashboards and seamless integration with CRM systems.

Fund Managers

Manage pooled investment portfolios issuing multiple multi-currency share classes and series, handling corporate actions, client register and CRM/KYC, management and performance fee calculations, automate factsheets and other portfolio reporting.

Private Banks

Provide holistic wealth reporting, advisory and discretionary mandate support, and compliance monitoring across accounts and currencies.

Family Offices

Gain a complete view of wealth with multi-bank consolidation, cash flow tracking, private assets monitoring, and tailored reporting.

General Partnerships (PE & VC)

Simplify fund operations with automated capital activity, waterfall calculations, deal pipeline tracking, and portfolio company oversight.

Certificates Platforms

Actively manage your structured product lifecycles with powerful rebalancing and optimization tools, and ensure transparency and compliance for issuers and investors.

External Asset Managers

Enable multiple parties to manage portfolios in your controlled environment while you provide the operational support and portfolio oversight.

Fund Administrators

Automate NAV calculations, reconciliations, capital activity, and investor registry management, delivering accuracy, audit readiness, and efficiency.

Client Testimonials

"We highly recommend Webfolio^® to any asset management firm seeking a reliable, innovative, and future-ready solution. Our continued partnership with Digital Shape Technologies reflects the trust and satisfaction we have experienced over the years."

Anarosa Asset Management LtdBalzers, Liechtenstein

Webfolio has been part of our team's research and portfolio management framework since 2003, enabling us to build a robust and disciplined institutional process. As the operational backbone of our investment strategy, it has significantly enhanced the efficiency and accuracy of our reporting and risk management. Notably, Webfolio has also proven highly effective in supporting our activities across assets over time and in particular in the digital asset space today.

HBKFamily Office

Working with DST has been a consistently positive experience. Their support team is highly responsive, knowledgeable, and always ready to assist — which makes a real difference in our day-to-day operations. The Webfolio system is a robust and reliable software.

IAMAsset Manager

ForteusManaging Director

Insights & Resources

Stay informed with our latest articles on investment operations, digital transformation, and compliance.

Frequently Asked Questions

Have more questions?

Visit our FAQ for more information about our solutions, services, and how we support investment teams worldwide.

Who is Webfolio^® designed for?

Asset managers, banks, family offices, insurers, and institutional investors of varying sizes, with configurations tailored to portfolios ranging from $100M to $ 100 B+ AUM.

Which asset classes are supported?

Equities, fixed income, alternatives, private markets, real estate, derivatives, structured products, and more—with specialized functionality for each asset class’s unique characteristics.

Can Webfolio^® integrate with existing systems?

Yes, through APIs, ETLs, and standard protocols like FIX, SWIFT, SOAP, and REST. Our integration specialists have successfully connected Webfolio^® with over 50 different financial systems.

Where is the data hosted?

Data can be hosted on your infrastructure or within a private cloud, based on your preferences. Our security protocols exceed industry standards with end-to-end encryption and regular penetration testing.

What support is provided?

Comprehensive support including onboarding, documentation, training, custom developments, and responsive assistance, with an average response time of under 4 hours for critical issues.

Ready to Transform Your Investment Management?

Embrace a unified platform that enhances operations, ensures compliance, and empowers your teams.