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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
Company Details
- Employees
- 4
- Founded
- -
- Address
- 118 Rue Du Rhône, Genève,genève 1204,oo
- Industry
- Financial Services
- Website
- capanalysis.ch
- Keywords
- Financial services, Monitoring, Consolidation, Fees & Taxes, PMS solution, Risk management, Benchmarking, Optimization, Performance.
- HQ
- Genève, Genève
Capanalysis Sa Questions
CAPAnalysis SA's website is capanalysis.ch
CAPAnalysis SA's LinkedIn profile is https://ch.linkedin.com/company/capanalysis-sa
CAPAnalysis SA has
4 employees.
View email and phone details for 4
employees at CAPAnalysis SA.
CAPAnalysis SA's industry is
Financial Services
CAPAnalysis SA's top competitors are
Fondation Patrimonia,
Résidences Prendre Soin Et Accompagner (Rpsa),
Finance Club Hec Lausanne,
Cofely Italia,
Smartflats,
Haskins Sport Society,
Lauzhack,
Indigo Capital,
Hcg Fund Management,
Perreard Partners Investment Sa (Ppi Sa).
CAPAnalysis SA's categories are Financial Services
CAPAnalysis SA's founding year is 2015
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Catarina Salvador
Consolidation & Financial Monitoring
Geneva, Geneva, Switzerland, Switzerland -
Bruno Gillet
Consolidation & Financial Monitoring - Private & Forensic Financial Expert
Geneva, Geneva, Switzerland, Switzerland
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