Digital Shape Technologies adds compliance workflow, Bloomberg Fixnet and public API to Webfolio 2.92

Digital Shape Technologies released Webfolio 2.92 on June 11, 2026, adding automated compliance-breach handling, a native Bloomberg Fixnet connection and a public REST API. The update is aimed at institutional asset managers, family offices and private banks that need tighter controls, faster integrations and less operational risk.

Why it matters: - Webfolio 2.92 pushes more compliance, trading and data-workflow automation into one portfolio platform. - The update is designed to cut manual work and operational risk for institutional asset managers, family offices and private banks. - Digital Shape Technologies says the platform supports more than 600 active users across 17 financial hubs and more than $5 trillion in assets under management.

What happened: - Digital Shape Technologies Inc. released Webfolio 2.92 on June 11, 2026. - The Montreal-based fintech company said the version is available now to all clients under maintenance contract. - The release adds a Security Breaches module, a Bloomberg Fixnet connector, a public REST API and upgrades to Dynamic Extensions, infrastructure and the Web App.

The details: - Security Breaches automates the justification workflow when a portfolio constraint is breached. - The system sends a justification request to portfolio managers and compliance officers. - The exchange is time-stamped, tracked and stored in a complete history viewable in the web interface. - The workflow separates portfolio management and compliance roles. - After approval, the constraint can be marked “Explained” for audit and regulatory traceability. - The module is available in the Webfolio desktop app and the Web App. - Auto-fix Back-date is an optional module that handles trades modified after a portfolio freeze date. - When a retroactive change is detected, Webfolio generates a reversal transaction and a new updated transaction. - The automation is meant to remove manual intervention and reduce accounting errors in complex portfolios. - Webfolio 2.92 adds full support for private debt with capitalized interest and PIK, or Payment-in-Kind, interest. - The platform supports fixed or floating coupons, detailed interest calculations and forward cash-flow planning through the front-office reallocation tool. - Managers can review the future impact of PIK interest on available liquidity by currency and by period. - Webfolio 2.92 includes a native FIX connector to Bloomberg Fixnet. - Trade orders are sent automatically from Webfolio to Fixnet. - Execution confirms are sent back automatically to update transactions in the platform. - The integration follows Webfolio’s usual workflow and allows fully customizable notifications and messages. - New standard data providers include Allocator, Albourne and Aladdin. - The activity log for synchronizations now gives a single view of active background data flows, their system impacts, audit logs, file contents and change history. - Webfolio 2.92 introduces a public REST API that is separate from the internal Web App API. - Digital Shape Technologies says the separate architecture is meant to keep integrations stable over time while the platform continues to evolve. - Dynamic Extensions lets users build their own analytics, reports and communications without technical support. - Users can create custom analytical tables, web pages and personalized emails through an integrated builder. - A new distribution module can automate personalized email sends to external lists with granular control over shared information. - The release migrates the infrastructure to Java 21 and Wildfly 35. - The platform now supports native clustering for better scalability and high availability. - OIDC authentication is built in to connect with existing identity systems and strengthen security. - The Web App gets a new chart library with Heat Maps, Box Plots, Polar Charts, Spider Charts and Radial Charts. - The new visualization tools are meant to support portfolio comparisons, simulations and peer-group statistical analysis. - The front-office reallocation tool has been redesigned with standardized asset presentation, quick access to allocation limits, a session summary and a full trading form with dates and accounts. - The new Due-Diligence Questionnaires module adds weighted DDQs, automatic scoring, evaluation traceability and visual progress indicators.

Between the lines: - The release shows Digital Shape Technologies leaning into workflow controls and system openness at the same time. - The public API and Bloomberg Fixnet connector should make Webfolio easier to plug into outside systems. - The compliance and back-dated trade tools target operational controls that matter most in regulated portfolio management. - The infrastructure upgrade suggests the company is preparing the platform for heavier usage and broader deployment.

What's next: - Digital Shape Technologies will likely use the new API, data-provider coverage and workflow tools to deepen adoption among institutional clients. - Clients under maintenance can begin deploying the new version now. - The company’s next releases will likely build on the same themes of automation, integration and security.