Where you have a gap, add one of Dafin’s own modules; where you don’t, leave it. You never adopt a module you don’t need. Everything the engine can reach becomes one connected view.

Modules for the back, middle and front office — adopt only the ones you’re missing
Dafin’s modules span five operational domains. Take the ones that fill a gap in your stack and leave the rest — there’s no all-or-nothing. Whatever you adopt, plus the systems you already run, the engine reasons over as one connected view, so it can answer questions that span reconciliation, billing and compliance at once. Click any domain to see what’s inside.

Data and reconciliation
Set-up your custodian feeds and empower yourdaily reconciliation process. 

Reporting and analytics
Turn reconciled data into client- and portfolio-level insight, then package it for delivery.

Client and revenue
Manage your prospects,  the household, your revenues and expenses in one place. 

Operations and compliance
Improve communication between your teams and flow of data. AML alerts for your compliance team, PE transactions processing for your back office. 

Automation and engagement
The low-code backbone every workflow is built on, plus governed client communication.