From RM to CIO,
one assistant
for everyone.
Dafin is the AI assistant for private banks, wealth managers and WealthTech platforms — answering every employee's question from your firm's own data, with zero hallucinations and nothing ever leaving your perimeter.
Answers you can sign off on.
Whether you're mid-call, mid-rebalance, or mid-review — the data you need is in your firm, it just isn't yet in front of you. Dafin closes that gap with answers you can actually use: calculated from your verified data, every figure cited, never invented.
- ✓Calculated from your verified data
- ✓Every figure cited to its source
- ✓Full reasoning trace, logged for audit
- ✓If the data isn't there, Dafin says so
- ✓Ready for MiFID and FINMA review
- ✕Generated from probability, not data
- ✕Sources often fabricated or omitted
- ✕No reasoning trace to review
- ✕Confidently wrong when data is missing
- ✕A risk your compliance team can't sign off on
One assistant. Every desk. Every kind of firm.
Not a specialist tool. Not a sidecar bot. The same Dafin works across the front, middle and back office — and adapts to the shape of your firm.
A wall between your data and the model.
Generic AI tools send your data to the LLM. Dafin doesn't. The language model sits outside your firm and only sees the question — never the client positions, the IPS document, or the answer it generates from them.
- PMS database
- Custodian feeds
- KYC & compliance
- Risk models & documents
- Dafin reasoning engine
- Language model (interprets)
- Never sees client data
- Never trained on your firm
- Never stores anything
- Returns structure only
Questions teams ask before they sign.
See it on your own data. In twenty minutes.
Book a focused demo with our founding team — no slides, no SDR, no qualification call.
Book a 20-min demo →