Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website. # Digital Shape Technologies ## Sitemaps [XML Sitemap](https://dst.ca/sitemap_index.xml): Includes all crawlable and indexable pages. ## Pages - [Cookie Policy (CA)](https://dst.ca/cookie-policy-ca/) - [Privacy Policy](https://dst.ca/privacy-policy/): At Digital Shape Technologies Inc., registered office at 715, Square-Victoria Street, Suite 500, Montréal (Québec), Canada H2Y 2H7 (“DST”), we take privacy seriously. We want to ensure that you have a positive experience when you use our services and that you understand how we protect the privacy and security of any Personal Data (as defined below) you may provide us with. This privacy policy outlines our practices with respect to the collection, use, storage and sharing of Personal Data as data controller and how you can ask to access and manage it (“Privacy Policy”). - [Tracking Technologies Policy](https://dst.ca/tracking-technologies-policy/): We use tracking technologies when you use our website. However, contrary to most other websites, we do not allow any third-parties to use tracking technologies on our website. This Tracking Technologies Policy (“Policy”) outlines our use of such technologies. - [Terms of Use](https://dst.ca/terms-of-use/): THE USE OF THIS WEBSITE AND ITS CONTENT IS SUBJECT TO THE TERMS OF USE DESCRIBED HEREIN. - [Fund Accounting](https://dst.ca/fund-accounting/): Let us show you how Webfolio® can transform your operations, simplify your architecture, and elevate your client experience. - [Data Management, Automation & APIs](https://dst.ca/data-management/): Data managers and IT teams benefit from robust ingestion tools for internal and external data sources such as Bloomberg, Refinitiv, MSCI, and HFR. Reconciliation, validation, and exception management are fully integrated, with statistical checks and four-eyes validation. Automation features include schedulers and workflow engines, while REST/SOAP APIs and user permission management provide seamless integration with third-party systems. Full audit logging and version control ensure traceability and operational transparency. - [Reporting, Dashboarding & Extraction Platform](https://dst.ca/reporting/): Let us show you how Webfolio® can transform your operations, simplify your architecture, and elevate your client experience. - [Risk & Compliance](https://dst.ca/risk-compliance/): Let us show you how Webfolio® can transform your operations, simplify your architecture, and elevate your client experience. - [Trading and Execution](https://dst.ca/trading-and-execution/): Let us show you how Webfolio® can transform your operations, simplify your architecture, and elevate your client experience. - [Portfolio Management](https://dst.ca/portfolio-management/): Let us show you how Webfolio® can transform your operations, simplify your architecture, and elevate your client experience. - [Due Diligence & CRM](https://dst.ca/due-diligence-crm/): Manager research teams leverage powerful tools for asset screening and due diligence workflows. Quantitative analysis and peer comparisons are streamlined, while attribution tools provide insights into performance contribution and volatility. Ongoing risk monitoring is supported alongside integrated CRM, KYC processes, and document automation — enabling a structured, compliant research process. - [FAQ](https://dst.ca/faq/): Digital Shape Technologies (“DST”) develops advanced software solutions for the investment management industry. Our flagship product, Webfolio®, is a comprehensive platform that enables portfolio managers, asset owners, and institutional investors to model, monitor, and manage multi-asset portfolios with precision. We combine expertise in finance and technology to deliver tools that improve transparency, efficiency, and compliance in investment operations. - [Contact](https://dst.ca/contact/): Your investment operations deserve precision. Let’s build it together. - [Services](https://dst.ca/services/): 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. - [Webfolio](https://dst.ca/webfolio/): Webfolio® is Digital Shape Technologies' flagship solution, designed to support investment professionals with an integrated, real-time, and highly flexible system for managing every aspect of the investment lifecycle.From strategy design to compliance and reporting, Webfolio® enables you to manage complex, multi-asset portfolios on a single platform that adapts to your operations, your team, and your ecosystem. - [Strategy & Assets](https://dst.ca/strategy-assets/): Webfolio® natively supports a wide array of asset classes, including: - [About digital shape technologies](https://dst.ca/about-digital-shape-technologies/): 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. - [Home](https://dst.ca/): Since 1999, Digital Shape Technologies has been empowering investment professionals with innovative tools designed to support performance and control. Based in Canada, we specialize in advanced fintech solutions for asset management. Our flagship platform, Webfolio®, is a fully integrated, multi-asset, real-time portfolio management system that streamlines operations across front, middle, and back offices. Tailored to your operational model, Webfolio® adapts to complex investment strategies and evolving regulatory requirements.