Webfolio® Services & Certification
At Digital Shape Technologies, we don’t just deliver a portfolio management platform — we partner with you to transform how your investment teams operate. With over 25 years of experience supporting asset managers worldwide, our complete suite of services ensures Webfolio® becomes the backbone of your investment operations, not just another software tool.
Our Core Services
Onboarding
We implement Webfolio® within your organization, including full configuration and the integration of your historical data. Our onboarding team works hand-in-hand with your operational leads to ensure a smooth transition.
Cloud Hosting
Your data deserves fortress-level security. Our dedicated private cloud infrastructure delivers excellent uptime with enterprise-grade encryption, while we handle all technical maintenance behind the scenes. Result? Your IT costs drop and your team focuses purely on what they do best: generating alpha.
Data Entry & Maintenance
Eliminate hours your analysts spend daily on data entry. Our certified data specialists handle everything from trade confirmations to NAV updates, with built-in quality controls that catch discrepancies before they impact your reporting. Most clients see a reduction in data-related errors within the first months.
Outsourced Operations
Webfolio® can be operated as a fully outsourced service. We manage front, middle, and back-office data operations and reporting, letting you scale up without increasing internal overhead.
Bespoke Development
Need a feature that doesn’t exist yet? We offer custom developments specifically tailored to your business logic, with the possibility of securing exclusivity if desired.
Ongoing Support
We provide day-to-day user support, including bug resolution, feature usage assistance, and direct communication with our product and technical teams.
Onboarding
We take charge of the complete implementation of Webfolio® within your organization — from full system configuration to the integration of your historical data. Our onboarding team works closely with your operational stakeholders to ensure a seamless transition, minimizing disruption and accelerating time to value.
Ongoing Support
Our dedicated support team provides comprehensive daily assistance, including issue resolution, product usage guidance, and direct access to both our technical and product development teams. We ensure your users are supported every step of the way — with no tickets left behind.
Bespoke Development
Need features aligned with your specific investment strategies? We offer custom development services, tailored to your operational and regulatory needs. Clients may also opt for exclusive functionality, ensuring a competitive edge tailored uniquely to their business.
Data Entry & Maintenance
Free your analysts from the burden of manual input. Our certified data specialists manage all aspects of operational data entry — including trade booking, corporate actions, and NAV updates — with rigorous quality control processes that catch discrepancies early. Most clients experience a measurable drop in data errors within the first few months.
Outsourced Operations
Webfolio® is also available as a fully managed service. We oversee your front-, middle-, and back-office operations, from data workflows to reporting, enabling you to scale operations without adding internal headcount. You retain control, we handle the complexity.
Cloud Hosting
Security, performance, and peace of mind — all included. Our private cloud infrastructure ensures high availability, robust enterprise-grade encryption, and full compliance with financial industry standards. We take care of all hosting and maintenance, allowing your IT teams to focus entirely on value creation and alpha generation.
Webfolio® Certification Program
Building internal expertise? Our comprehensive certification program transforms your team into Webfolio® power users. Your staff gains the skills to maximize platform ROI and even provide services to other firms, creating a potential new revenue stream.
We offer comprehensive training on platform usage and configuration, including advanced modules, reporting setup, and best practices for audit trail and permission management. An official certification is also available for partners working with our clients.
Certification ensures that third-party providers meet our operational and technical standards when offering support or managed services around Webfolio®.
Ready to unlock Webfolio®’s full potential?
Whether you need a complete operational overhaul or targeted support in specific areas, we’ll design a service package that fits your goals and budget.