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VerifiedFinancial Services· Founded 2015

Capanalysis Sa

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

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Employees4(1 to 10)Founded year2015Websitecapanalysis.chLinkedIn profileLinkedIn

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4

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4

1 to 10 range

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3

indexed titles

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0

tools in use

Monthly traffic

organic / mo

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Top roles at Capanalysis Sa

3 distinct titles indexed · top 3 shown.

  • 1client reporting award - wealthbriefing
  • 1financial analyst
  • 1judicial financial expert - civil court

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