At the heart of CAPAnalysis lies CAPAct, our proprietary software developed in-house to deliver
high-precision financial analysis.
We have designed an intuitive and powerful suite of tools, supported by robust algorithms, to meticulously track and process every detail of your transactions.
This methodology applies to two categories of assets:
Financial Investments: All publicly traded instruments on global financial markets.
Non-Financial Investments: Art collections, real estate, and other tangible assets.
CAPAct consolidates and standardizes your entire investment universe, across asset classes, geographies, and sectors, enabling meaningful comparisons, accurate performance tracking, and comprehensive risk assessment.
What sets CAPAct apart is its exceptional flexibility and analytical depth, allowing for both granular and aggregated analysis of your data, without limitation.
We ensure the consistent and standardised booking of all your transactions, across both financial and non-financial assets.
Our proprietary system continuously monitors your wealth and delivers clear, concise monthly and ad hoc reports tailored to your needs.
We evaluate your investment performance in real time, placing it in direct context with market trends and benchmarks.
We harmonise and classify all financial costs, income, and expenses, by beneficiary and cost centre, for full transparency and control.
CAPAnalysis adheres strictly to Swiss banking secrecy laws and treats
all client information with the highest level of confidentiality. To ensure
your data remains secure, we apply the following key principles:
Discretion is at the core of our philosophy. Within our CAPAct system, clients are identified exclusively by code names.
All data consolidation activities are carried out exclusively on our premises in Geneva, Switzerland.
Our process includes three key steps:
All servers are hosted in a state-of-the-art, highly secured facility located entirely on Swiss territory
