Webfolio
The all-in-one investment management platform
Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.
Webfolio helps investment organizations reduce their operational costs and deliver an increased quality of information and services to their clients, by automating most of the investment process and related activities from sales and front office, to middle and back office on a single platform.
Our scalable solution can seamlessly be interconnected with external systems and other applications, offering the possibility to replace or enhance different parts of Webfolio provided functionality.