Digital Shape Technologies

Family offices that rely on multiple disconnected systems for portfolio tracking, reporting, and compliance often face a familiar problem: reconciling data across tools consumes more time than acting on it. Digital Shape Technologies, founded in Montreal in 1999, addresses this with Webfolio, a multi-asset portfolio management platform built to cover front, middle, and back office functions within a single environment. One testimonial from HBK, a family office that has used the platform for over 20 years, points to the depth of the product as a genuine operational backbone rather than a reporting add-on.

For family offices specifically, Webfolio is configured to support:

• Multi-bank consolidation across custodians and accounts
• Private assets monitoring alongside liquid holdings
• Cash flow tracking and real-time valuation
• Tailored reporting using customizable Microsoft Office templates
• Look-through analysis across nested investment structures

The platform supports equities, fixed income, alternatives, private markets, real estate, derivatives, and structured products. Integration with existing infrastructure is handled through APIs, FIX, SWIFT, SOAP, and REST protocols, with over 50 financial systems connected across the client base. Data hosting can be on-premises or in a private cloud, and support response times for critical issues average under four hours.

The firm serves clients across 17 financial centers including Geneva, Zurich, Luxembourg, Singapore, and Hong Kong, and reports over $5 trillion in AUM across its user base. Pricing is not disclosed publicly, and the platform is clearly sized for organizations managing $100 million or more. Family offices with simpler, single-custodian structures and limited reporting requirements may find the configuration depth more than their operations warrant.

• Multi-bank and multi-custodian portfolio consolidation
• Real-time portfolio valuation and performance reporting
• Private and alternative assets monitoring
• Compliance monitoring and regulatory reporting
• Fund accounting and NAV calculations
• Order management and pre-trade modeling

• Real-time multi-asset portfolio management
• Configurable workflows with four-eyes validation and straight-through processing
• Microsoft Office integration for dynamic report templates
• Look-through views across nested investments and asset structures
• Multi-currency support
• Cash flow tracking and forecasting
• Capital activity and waterfall calculations for PE and VC
• Automated NAV calculations and investor registry management
• CRM and KYC integration for fund managers
• Customizable compliance rules engine

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Finance / Accounting Teams, Fund Managers.

Onboarding, documentation, training, custom developments, and responsive assistance with average response time under 4 hours for critical issues.