ADD TRANSPARENCY TO YOUR INVESTMENTS
Our risk staging allow you to be pro-actively prepared to financial markets erratic behaviors and think through efficiently your presence on the market.
Tracking & Performance
Our utmost mission is to demonstrate with tangible elements what contributed to your performance.
Fees & Taxes
We monitor and report the fees and taxes you were charged following your custodian agreements and fiscal status/domicile.
We keep track of all your financial transactions and money flows and can dig into them on proper time (ie. next generations commitment).
Who we are
Lower your risks.
Harmonize your costs.
The core of CAPANALYSIS is a proprietary software called CAPAct.
We have designed an intuitive set of tools combined with the proper algorithms to track consistently the data provided in each and every of your transactions. We apply this methodology to financial investments but can also marry that to non-financial investments should you have an art collection or any other material goods.
Very importantly we can also collect and tag all your expenses to help you watch your burning rate. Our analysis brings factual financial context to your managers performance.
An efficient standardisation of your transactions booking for all your financial and non financial investments
Our innovative system enables us to monitor your wealth and publish monthly ad hoc readable synthetic reports
STAGING YOUR RISKS
We assess in real time your financial performance compared to markets
FEES & TAXES
We harmonize your financial costs and codify your various income and expenses by beneficiary and cost center
In the news
Confluence predicts that the rise of RegTech in 2017 will trigger a transformation of the asset management back office. Improved data management models combined with innovative technology solutions will finally begin to deliver long-sought operating model improvements through automation. READ ARTICLE
Les banques concernées ont subi en Suisse un recul moyen de 30% de leur bénéfice depuis 2007. Elles sont tiraillées entre les exigences accrues des clients – services sur mesure, conseil individuel, davantage de transparence – et l’inflation réglementaire, selon l’étude. En termes d’effectifs, le repli atteint 20%. READ ARTICLE
A crucial part of our approach in providing indexing solutions is to keep costs as low as possible, so that our investors keep more of what their portfolios earn over time. Making the right choice of trading strategy is vital. Here, we look at two distinct trading strategies — volume versus time weighting. READ ARTICLE
La Suisse présente la plus forte proportion de gérants de fortune indépendants devant les Etats-Unis et l’Angleterre. Ils seraient 2600 selon le rapport annuel de la Finma. Patrick Dorner recense pour sa part quelque 2000 professionnels au bénéfice d’un statut d’investisseur qualifié. «Le nombre d’acteurs a progressé d’environ 20% ces quatre dernières années», souligne le[…]
Despite users being dangerously error-prone, training in best practices is rarely given. But are these mistakes that matter? Are they of the “don’t let the perfect be the enemy of the good” type; or more like “oops, earnings restatement”? To investigate, the Dartmouth trio asked five organisations to provide five spreadsheets each. The error taxonomy[…]
Research: Bad math rampant in family budgets and Harvard studies Microsoft Excel makes it easy for anyone to do the kind of number crunching once reserved for accountants and statisticians. But the world’s best-selling spreadsheet software has also contributed to the proliferation of bad math. Close to 90% of spreadsheet documents contain errors, a 2008[…]