A complete wealth platform — run by one intelligent engine.
Reconciliation, reporting, CRM, billing, onboarding, compliance and trading — every operational module a wealth manager or family office runs, wired into the same verified data the Dafin Engine reasons over. The AI isn’t bolted on. It sees everything.
Everything the back and middle office needs — in one system of record.
Click any domain to see the modules inside it. Because it all lives in one platform, the Dafin Engine can answer questions that span reconciliation, billing and compliance at once — something a stack of separate tools never can.
- ReconciliationDashboard, daily/weekly/monthly break status, line-by-line position matching, account & instrument mapping.
- SFTP & File IngestionAutomated pickup with configurable readers, delimiters and providers — almost any custodian format onboards.
- TradingTrade reconciliation, equity capture, custodian master data, weight comparison & rebalancing calculation.
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.
No rip-and-replace
Keep your CRM and reconciliation platform. Dafin connects rather than demands you switch.
Migrate module by module
Adopt Dafin's own modules where they add value, on your timeline — not in one disruptive cutover.
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.
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.
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.
Configurable, not custom
Workflow Studio lets admins model processes, forms and screens — new workflows without a development cycle, all still governed by the engine.
Enterprise AI assistant for financial institutions. Secure, accurate, and transparent.
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