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For wealth managers & family offices

Built for firms that put clients first.

For independent wealth managers, EAMs and family offices — Dafin gives small teams the analytical horsepower of a private bank, without the IT department to match.

01 — The data problem

Scattered everywhere. Useful nowhere.

PMS in one tool. Custodian feeds in Excel. KYC in PDFs. Internal notes in Outlook. The data you need is in your firm — just rarely in one place. Dafin sits across all of it.

BEFORE DAFIN

› Open PMS · check positions

› Pull custodian feed · reconcile

› Find IPS doc · check limits

› Build client summary in Word

› Send

40 minutes per client

AFTER DAFIN

One question. Cited answer.

Under 2 minutes

02 — The promise, made specific

40% more time with clients.

Less time on data retrieval. More time on the conversations that grow the relationship.

40%

40%

40%

More time with clients

100%

100%

100%

User adoption

0

0

0

Data sent outside firm

99.9%

99.9%

99.9%

Uptime SLA

03 — Tailored client reporting

Reports your clients actually want to read.

Branded quarterly reports. Market outlook letters in your voice. Plain-English translations of complex performance attribution. Drafted by Dafin, finished by you.

EXAMPLE QUERY

Draft the Q4 letter for the Müller family in our usual house style — focus on the November rebalancing and the rationale.

04 — For family offices

Multi-jurisdiction. Multi-currency. Multi-asset.

Family offices manage complexity that traditional tools struggle with. Dafin reads all of it.

LIQUIDITY

What can we mobilise?

Liquidity views across structures without forcing illiquid sales.

TAX

Year-end optimisation

Loss harvesting candidates across all entities and jurisdictions.

REPORTING

Consolidated view

One picture across custodians, structures and generations.

FOUNDER-LED DEMOS

Built by wealth managers, for wealth managers.

Our founders spent 20+ years in the industry before building Dafin. Talk to them — not a sales team.

Enterprise AI assistant for financial institutions. Secure, accurate, and transparent.

contact@dafin.ai

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