For Private Banks, Wealth Managers & WealthTech Platforms

The AI Platform
Wealth Firms Can Trust

The AI Platform
Wealth Firms Can Trust

Dafin is an enterprise AI platform for private banks, wealth managers and WealthTech platforms that delivers verified, auditable answers from your firm's data — with zero hallucinations, every source cited, and no data ever leaving your perimeter.

Dafin is an enterprise AI platform for private banks, wealth managers and WealthTech platforms that delivers verified, auditable answers from your firm's data — with zero hallucinations, every source cited, and no data ever leaving your perimeter.

Secure
Your data never leaves your control
Accurate
Zero hallucinations
Intuitive
Production-ready in months, not years
Compliant
Every answer comes with reasoning
Built For MiFID II - FINMA - GDPR
History
+ Chat
Dashboard
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↺
📎

Most AI solutions are long on promises and short on specifics. For financial firms, that's not good enough. Where is your data going? How is it protected? What happens when the AI gets it wrong?


These are the questions that determine whether AI can work in your industry at all.

Most AI solutions are long on promises and short on specifics. For financial firms, that's not good enough. Where is your data going? How is it protected? What happens when the AI gets it wrong?

These are the questions that determine whether AI can work in your industry at all.

Dafin was built to answer them.

1
Query
2
Plan
3
Execute
4
Respond
User Prompt
Natural language
LLM
Language Model
Dafin
Intelligent Layer
Analytics
Charts · Tables
Notifications
MS Teams · Email
Reports
PDF · Explained
Query
Planning
Intelligence
Response
User Prompt
Natural language
LLM
Language Model
Dafin
Intelligent Layer
Analytics
Charts · Tables
Notifications
MS Teams · Email
Reports
PDF · Explained
User Data
Database · API
Market Data
Live Feeds
Documents
Files · Reports
Events
Webhook
KYC Data
Compliance
Cloud Store
S3 · Blob
1
Query
2
Plan
3
Execute
4
Respond

Secure enough for compliance.
Simple enough for everyone else.

Dafin understands your numbers — and shows you reasoning, not just results.

PMS Database
Market Data
KYC Data
Documents
Internal Data
Cloud Storage
Analytics APIs
CRM Systems
Compliance Docs
Custodian Feeds
Risk Models
Order Management
PMS Database
Market Data
KYC Data
Documents
Internal Data
Cloud Storage
Analytics APIs
CRM Systems
Compliance Docs
Custodian Feeds
Risk Models
Order Management
Who is Dafin for
Wealth managers, banks, and portfolio management platforms use Dafin to get precise answers from their data — without compromising security or compliance.
Wealth Managers & Family Officers
Save time, reduce risk and focus on client value
Portfolio Analysis
Instantly analyze portfolio performance, risk exposure, and optimization opportunities across multiple client accounts.
Tailored Reporting
Generate comprehensive performance reports with insights and recommendations for client meetings.
Client Intelligence
Quickly access comprehensive client information, preferences, and history for personalized service.
Client Communications
Draft personalized client communications based on portfolio performance and market conditions.
Example query
"Summarise my client's portfolio YTD including allocation evolution vs MSCI ACWI."
Portfolio is up +3.76% MTD and +27.56% YTD. Top contributor: Nvidia +2.41%. Fixed Income slightly underperformed the benchmark.
Banks
Enterprise-grade AI for security and compliance
Portfolio Management Platforms
Integrate trusted AI reasoning fast and safely
Who is Dafin for
Wealth managers, banks, and portfolio management platforms use Dafin to get precise answers from their data — without compromising security or compliance.
Wealth Managers & Family Officers
Save time, reduce risk and focus on client value
Banks
Enterprise-grade AI for security and compliance
Portfolio Management Platforms
Integrate trusted AI reasoning fast and safely
Portfolio Analysis
Instantly analyze portfolio performance, risk exposure, and optimization opportunities across multiple client accounts.
Tailored Reporting
Generate comprehensive performance reports with insights and recommendations for client meetings.
Client Intelligence
Quickly access comprehensive client information, preferences, and history for personalized service.
Client Communications
Draft personalized client communications based on portfolio performance and market conditions.
+3.76%
MTD Return
+27.56%
YTD Return
$4.2B
Total AUM
Example query
"Summarise my client's portfolio YTD including allocation evolution vs MSCI ACWI."
Portfolio is up +3.76% MTD and +27.56% YTD. Top contributor: Nvidia +2.41%. Fixed Income slightly underperformed the benchmark.
The Dafin Effect
What changes when your team uses Dafin
01
Use AI without sharing your data
Complete data privacy and control.
Privacy
02
Every answer is explained
Sources cited, reasoning shown. Audit-ready by design.
Compliance
03
Turn data into confident decisions
Accurate, explainable insights every time.
Confidence
04
Let teams focus on high-value work
Less data retrieval, more client time.
Productivity
Who benefits
Relationship Managers
Client-facing · Advisory
"Summarise my client's portfolio YTD vs their benchmark before this morning's call."
"Draft a personalised market update email for clients with >20% equity exposure."
"What questions is my client likely to ask given recent tech volatility?"
Portfolio Managers
Investment · Performance
Traders
Execution · Markets
Risk & Compliance
Control · Audit · Regulation
Middle Office
Operations · Reconciliation
Back Office
Reporting · Administration
Client Reporting
Communications · Presentations
The Dafin Effect
What changes when your team uses Dafin
01
Use AI without sharing your data
Leverage AI capabilities while maintaining complete data privacy and control.
Privacy
02
Every answer is explained
Sources cited, reasoning shown. Built for compliance from day one — audit-ready by design.
Compliance
03
Turn data into confident decisions
Make informed choices backed by accurate, explainable insights.
Confidence
04
Let teams focus on high-value work
Eliminate time spent on data retrieval and focus on your clients.
Productivity
Relationship Managers
Client-facing · Advisory
−
"Summarise my client's portfolio YTD vs their benchmark before this morning's call."
"Draft a personalised market update email for clients with >20% equity exposure."
"What questions is my client likely to ask given recent tech volatility?"
Portfolio Managers
Investment · Performance
+
Traders
Execution · Markets
+
Risk & Compliance
Control · Audit · Regulation
+
Middle Office
Operations · Reconciliation
+
Back Office
Reporting · Administration
+
Client Reporting
Communications · Presentations
+

Ready to give your firm the intelligence it deserves ?

Schedule a personalized demo and see how Dafin can transform your data into confident decisions.

Request a Demo

What to Expect

1
Discovery Call

We'll discuss your specific needs and current challenges.

2
Personalized Demo

See Dafin in action with use cases relevant to your organization.

3
Technical Review

Our team will answer security, integration, and compliance questions.

4
Proof of Concept

Optional pilot program to validate value in your environment.

Contact Information

contact@dafin.ai

linkedin.com/company/dafin-ai

Frequently Asked Questions

Common questions about Dafin's capabilities and implementation

How does Dafin ensure my data is never used for training?

Dafin maintains strict architectural separation between data access and model training. Your data is used only for retrieval and reasoning at query time — never to train or fine-tune any model. No client data is sent to external LLM providers, and contractual guarantees back this commitment. Every data flow is logged and auditable, making the platform compatible with MiFID II, FINMA, GDPR and SOC 2 requirements.

What makes Dafin different from other AI tools?

How does Dafin avoid hallucinations?

Who in my firm benefits from Dafin?

What data sources can Dafin connect to?

How long does implementation take?

Can Dafin be deployed on-premises?

How is pricing structured?