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.
More time with clients
User adoption
Data sent outside firm
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.

