Strategy and Asset Coverage

Webfolio^® empowers investment teams to implement and scale a wide range of asset strategies within a single, integrated platform. Because your time should be spent finding the next great opportunity, not wrestling with spreadsheets and fragmented systems From liquid traditional investments to complex alternative structures, Webfolio^® provides the flexibility and depth needed to support your business.

Built for Multi-Asset Strategies

Webfolio^® natively supports a wide array of asset classes, including:

Listed Equities & Bonds

Private Equity & Private Debt

Infrastructure & Real Estate

Hedge Funds & Funds of Funds

Derivatives, Structured Products & FX

Digital Assets & Currencies

These asset types can be managed simultaneously across portfolios and entities, with consolidated views and full transparency across strategies. Whether you’re juggling a venture fund or a multi-strategy portfolio, you get one unified view instead of hunting through dozens of reports.

Modules Designed for Strategic Agility

To adapt to any investment logic, Webfolio® offers a suite of advanced modules:

Full Shadow Accounting (PMS, OMS)

Stop losing sleep over position reconciliations. Our comprehensive shadow accounting engine handles pre- and post-trade processes, reconciliation, and multi-ledger environments – so you can focus on what you do best: making smart investment decisions.

Workflow-Centric Process Customization

Automate and adapt your operational flows with fully customizable business processes. Define approvals, validation points, triggers, and notifications to match your exact governance model.

Security Master Database

Centralize and maintain a clean, validated universe of financial instruments, enriched by market feeds and custom attributes. Ensure consistent data across your portfolios.

Programmatic Interfaces (REST, SOAP, JS)

Connect Webfolio® seamlessly to your internal systems or third-party tools using robust and well-documented APIs.

Dynamic Extensions for External Distribution

Expose Webfolio® data securely to external destinations such as:

Client portals & investor websites
Data warehouses & BI tools
Microsoft Office documents
Partner web services

Flexible ETL Engine

Ingest and normalize data from a wide variety of sources and formats using our embedded ETL layer. Reduce integration costs and accelerate onboarding.

Customizable Web Application

Every client instance of Webfolio® is fully adaptable in terms of branding, UI layout, data display, modules, and permissions. Build the front-end your teams truly need.

What our customers are saying

"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

Align Technology with Your Investment Vision

Whether your firm is launching a new strategy or optimizing existing operations, Webfolio® gives you the architectural flexibility and technical robustness to evolve with your ambitions. Because the best investment platform is the one that grows with you, not the one that holds you back.