Connect what you already run. Add only what you’re missing.
Dafin links to the CRM, reconciliation and reporting systems you run today — so the engine is intelligent over your data from day one. Where you have a gap, add one of Dafin’s own modules; where you don’t, leave it. You never adopt a module you don’t need. Everything the engine can reach becomes one connected view.
15
modules to draw from
5
operational domains
1
platform to host it all
Five domains · Take what you need
Modules for the back, middle and front office — adopt only the ones you’re missing.
Dafin’s modules span five operational domains. Take the ones that fill a gap in your stack and leave the rest — there’s no all-or-nothing. Whatever you adopt, plus the systems you already run, the engine reasons over as one connected view, so it can answer questions that span reconciliation, billing and compliance at once. Click any domain to see what’s inside.
01
Data & Reconciliation
3 modules
Set-up your custodian feeds and empower yourdaily reconciliation process.
SFTP Setup
Set-up your custodian datafeed download and monitor the daily feeds.
File Ingestion
Upload your custodian files to a database and make it available for reconciliaiton.
Reconciliation
The Dafin engine will match your positions based on the rules you have set leaving for your team just the breaks. Spend time only on what needs your input.
02
Reporting & Analytics
2 modules
Turn reconciled data into client- and portfolio-level insight, then package it for delivery.
Dynamic Dashboard Creation
A custom dashboard-builder component — users compose their own dashboards directly from SQL views and functions, no external BI licence required.
Packager
Assemble custom report packages tailored to your clients, simply by dragging and droppig the slides you need. Schedule your report generation to speed-up your periodic reporting workflow.
03
Client & Revenue
5 modules
Manage your prospects, the household, your revenues and expenses in one place.
Pipeline (Prospects)
Track your prospects from the first contact to the final handshake using a Kanban board. No more loose leads.
Onboarding
Set-up your custom onboarding process. Complete the onboarding ensuring none of the steps are missed. Personal & team case queues, SLA metrics, periodic review, document-template generation.
CRM
Family → clients → accounts hierarchy, compliance status, and billing settings. All ensuring your users see only what they should.
Billing
Generated bills, per-client rules, one-off & recurring fee adjustments.
Invoice Manager
Track your company expenses and easily set-up and monitor each department's budget. Track every invoice from received to paid with the right approvals along the way.
04
Operations & Compliance
3 modules
Improve communication between your teams and flow of data. AML alerts for your compliance team, PE transactions processing for your back office.
AML Check
Compliance sees suspicious flows as soon as they hit the PMS and have hte ability to ask for clarifications and supporting documents monitoring it all from the AML dashboard.
PE Notices
PE notices get picked up from your inbox, translated to transactions ready to be booked to your PMS using AI. Monitor outstanding documents based on the schedules you set-up at the fund level.
Task Management
Assign, track and monitor team tasks; record and summarise client visits.
05
Automation & Engagement
2 modules
The low-code backbone every workflow is built on, plus governed client communication.
Workflow Studio
Low-code BPMN/Flowable engine — model diagrams, build forms & screens, run and monitor workers, configure AI providers per workflow.
Marketing Hub
Build campaigns, reusable branded email templates, approval-queue governance, delivery monitoring and audit log.
Adopt at your own pace
Keep what already works. Add what you’re missing.
Moving to Dafin doesn’t mean tearing out your stack. The engine connects to your existing CRM, reconciliation and reporting data through secure interfaces — so you’re intelligent from day one — and you fill the gaps with Dafin’s own modules wherever you need them. Everything the engine can reach becomes one connected view, whether it’s a Dafin module or a system you already run.
Bring your own systems
Your CRM · Salesforce, Dynamics…
Your recon & custodian feeds
Your reporting & PMS
Dafin Engine
Reads it all
Secure, read-through connections. Your data stays where it is; the engine reasons over it in place.
1
No rip-and-replace
Keep your CRM and reconciliation platform. Dafin connects rather than demands you switch.
2
Migrate module by module
Adopt Dafin’s own modules where they add value, on your timeline — not in one disruptive cutover.
3
Intelligence from day one
The engine delivers answers over your existing data immediately — value before any migration begins.
The engine is only as smart as the data it can reach.
01
One connected view
Dafin modules and the systems you already run come together in one view — the engine reasons over all of it, with no exports or stitched spreadsheets in between.
02
Cross-domain answers
Ask a question that touches reconciliation, billing and AML at once — the engine reasons across every connected module and system, not one silo at a time.
03
Configurable, not custom
Workflow Studio lets admins model processes, forms and screens — new workflows without a development cycle, all still governed by the engine.
Platform walkthrough · with our team
See the whole platform — and only the parts you need.
Book a 20-minute walkthrough. We’ll map your existing stack, show which modules would fill your gaps — and which you can safely ignore.
Enterprise AI assistant for financial institutions. Secure, accurate, and transparent.
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