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DirectoryFinance & InsuranceFunds & Investment CompaniesGenevaDAPM DYNAMIC ASSETS & PERFORMANCE MONITORING SA
DAPM DYNAMIC ASSETS & PERFORMANCE MONITORING SA Logo
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DAPM DYNAMIC ASSETS & PERFORMANCE MONITORING SA

Summary

About the company

The core activity of DAPM is to provide financial consolidation and monitoring services to high net worth individuals and institutions. This includes collecting, validating and controlling financial data, providing real-time monitoring tools, identifying trading anomalies and creating customized reports. The goal is to offer customers comprehensive transparency and control over their global assets.

AI-generated
Offering

Products & services

Industry:Funds & Investment Companies
✓ Offered6
Wealth Consolidation and Supervision
Wealth consolidation and supervision for global assets, with transparency, control and oversight across client holdings.
Online Portfolio Monitoring
Online portfolio monitoring in real time, with multiple views and advanced analytical tools for assets and performance tracking.
Financial Control and Data Consolidation
Data collection, validation and control with banks and custodians, plus cash-flow monitoring, cost control and trading anomaly detection.
Customised Reporting
Customised reporting with granular look-through transparency to meet specific client needs and support portfolio oversight.
Security and Confidentiality
Private-cloud security, encryption, data anonymization and three-factor authentication for protected asset and client data processing.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Knowledge

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Location

Hier entsteht die Karte
Rue Pierre-Fatio 15
1204 Geneva
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-109.666.128
Founded
2002 · 24 years
Last commercial register change
July 11, 2023
Employees
11 to 20

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