// for_pms & wealthtech_platforms
A reasoning layer for PMS vendors, WealthTech platforms and B2B financial software. Integrates via REST API and white-labels under your brand. Set-up a pilot in under four weeks.
›
REST + SSE
›
OAuth 2.0
›
99.9% uptime
dafin-integration
$ curl -X POST https://api.dafin.ai/v1/query \
-H “Authorization: Bearer $DAFIN_KEY” \
-d ‘{“query”:”Top 5 holdings YTD”}’
→ 200 OK · streaming…
{
“answer”: “AAPL 8.2%, NVDA 6.7%, …”,
“reasoning”: [ 6 steps ],
“citations”: [ { “src”:”PMS”, “ref”:”[1]” } ]
}
01 / build_vs_buy
Enterprise AI is harder than it looks.
Hallucination control, citation infrastructure, audit logging, MiFID and GDPR compliance, on-prem deployment, customer security reviews. Each is a quarter of engineering. Dafin ships it as a dependency.
$ npm i @dafin/reasoning-layer # figuratively
// handled_for_you
✓
llm_orchestration
✓
hallucination_prevention
✓
source_citation_infra
✓
audit_logging
✓
mifid / gdpr / soc2_architecture
✓
security_review_docs
✓
on_prem_deployment
02 / pilot_program
A working pilot in 4 weeks, see it in action before your commit.
We connect to what you already have and show you real results in a month.
1
week_1
Auth setup
Auth flow, and POC endpoint selection.
2
week_2
API Integration
Connect to the agreed data sources.
3
week_3
UI integration
Embed in your interface, white-label, test.
✓
week_4
Pilot
See Dafin work with your platform's data
03 / rest_api
A clean Integration your developers will like.
We call your API — OAuth 2.0, your endpoints, your schema, mapped on our side. And our React component drops into your front end as-is: white-label it, theme it, done. Or take the raw JSON and render it however your product needs.
POST
/v1/query
POST
/v1/stream · SSE
GET
/v1/citations/:id
GET
/v1/health
response.json
headers
{
“answer”: “Portfolio +27.6% YTD”,
“reasoning”: [
“pull_positions”,
“benchmark_vs_acwi”,
“compute_attribution”
],
“citations”: [
{ “src”:”PMS”, “ref”:”[1]” }
],
“audit_id”: “aud_9f2c…”
}
04 / commercial_model
Built for partnerships.
plan_a
Revenue share
Aligned incentives. We grow when your platform grows.
plan_b · recommended
Per-seat
Predictable economics for established platforms.
plan_c
Custom
Enterprise terms for larger commitments.
partnership_call
Talk to our platform team.
We’ll walk through the API, the integration model, and the commercial structure for platform partners.
Enterprise AI assistant for financial institutions. Secure, accurate, and transparent.
Solutions
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