Your assets are held in different financial institutions (banks, asset managers, insurance...), your wealth is diversified (real estate, art collection...), CAPAnalysis provides you with both a high level consolidated view and the possibility to dig into the layers which compose it.

The core of CAPANALYSIS is a proprietary software called CAPAct. 

We have designed an intuitive set of tools combined with the proper algorithms to consistently track the data provided in each and every one of your transactions. 

What: Consolidation and portfolio monitoring service 

Who: Private Investors, Family Offices, External Managers

How: Benchmarking + Fees & Taxes analysis + Performance attribution + Risk management. 

When: 24/7

Secure your performance / Lower your risks / Harmonize your costs.

CAPAnalysis
We Provide Insight

CAPAnalysis SA

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