About Digital Shape Technologies - Built by Investment Pros, For Investment Pros

The platform behind the world’s most demanding investment
teams

Here’s the thing every investment professional knows but rarely talks about: your tools don’t talk to each other. Excel here, Bloomberg there, your portfolio management system somewhere else – and you’re stuck playing data detective every single day.

At Digital Shape Technologies, we’ve spent over 20 years fixing exactly this problem.

We’ve helped portfolio managers, analysts, CIOs and operations teams consolidate their processes, eliminate data silos, and improve operational efficiency — all through a single, unified platform: Webfolio^®.

You need your tools to match the complexity of your investment strategies.
We’re here to make sure they do.

Because let’s be honest – you didn’t get into investment management to spend half your day reconciling data that should already match

So what does this look like in practice?

Trusted by financial institutions across the globe

We currently support over 600 users worldwide and our platform is trusted by 3 major private banks in Europe, used in 17+ countries, and certified by teams on 3 continents.

Don't just take our word for it.

Clients appreciate us for our reliability, our speed of execution, and our deep understanding of investment operations.

"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

Who we are

Built by industry professionals, not just coders

Digital Shape Technologies was founded by people who lived with their daily frustrations. We’ve been the ones staying late to reconcile portfolios, the ones explaining data discrepancies to nervous CIOs, the ones who knew there had to be a better way.”

When your system works, your team performs”: “We built Webfolio® because we were tired of hearing ‘that’s just how the industry works.’ Sometimes, you have to build the solution you wish you had

The Pillars of Webfolio: Our Key Team Members

Régis Lamy

President

Régis holds an engineering degree in computer science from ESIEA. With over 30 years of experience in software architecture and financial systems, he has built a strong track record across sectors including healthcare and capital markets.

Since 2000, he has played a key role at Digital Shape Technologies, leading the design and evolution of its multi-asset portfolio management platform, Webfolio. As Technical Director, he became the company’s reference point for system architecture and innovation, guiding teams and clients with deep expertise in performance, reliability, and sustainable software solutions.

Since 2022, Régis has been serving as CEO of Digital Shape Technologies, continuing to drive its strategic vision and technological excellence.

Gildas Colin

Chief Technical Officer

Gildas holds a computer engineering degree from ENSEIRB and a Master’s in Finance from the University of Bordeaux IV. He began his career in 2008 in Paris, working with Société Générale and later with Crédit Agricole Asset Management (now Amundi), focusing on data extraction and ESG analysis.

He moved to Montréal in 2012 and joined Digital Shape Technologies as a Java developer. Over the years, he contributed to key projects in accounting and statistical analysis, before becoming Technical Director in 2022. He now leads the development team with a strong focus on performance, reliability, and innovation.

Rémi Dubois

Software Architect

Rémi holds a degree in computer science from ESIGELEC, completed through a work-study program. He started his career developing test systems at Clemessy for clients such as Renault, Peugeot, and the CEA. He then worked at Thales on real-time embedded software for defense and telecommunications, followed by a role at Dassault Systèmes developing automation tools for CATIA and SolidWorks.

He joined Digital Shape Technologies to contribute as a software architect and full stack Java developer. Rémi focuses on system architecture, integration, and software quality, turning complex technical challenges into reliable and sustainable solutions.

Ready to stop fighting with your tools and start focusing on what matters?

Talk to someone who gets it – Schedule a conversation with our team.
See it in action – Explore Webfolio® Services & Certification
Dive deeper – Discover our Strategy & Asset Modules
Because your investment strategies are sophisticated. Your tools should be too.