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
Spend more time with your clients.
Less time on data retrieval. More time on the conversations that grow the relationship.
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.
Solutions
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