Advisory Firms

The advisory landscape and clients demand more than ever from their advisors. Manage the overhead of complex client and portfolio management with the DiFi Data Management Platform to enhance transparency, operational efficiency, and differentiated service. The DMP provides a common platform for portfolio analysis, reporting, and back-office information management to drive growth.


Clients rely on their advisors for a transparent, comprehensive view of their portfolios for an understandable record of their history and a clear roadmap for the future. The DiFi Data Management Platform (DMP) offers the tools necessary to provide differentiated value to clients through world-class data analytics and transparency.

Learn more: DMP for Advisors


Strong models and strategies require data that is timely, accurate, comprehensive, and insightful. The DiFi Data Management Platform (DMP) provides a full data suite to drive the most complex modeling and analytical requirements. Automated data collection and processing paired with a streamlined data access pipeline create a powerful platform on which to build faster, easier, and with better information.

Learn more: DMP for Analysts


Transparent, accurate information about your portfolios and performance is critical whether you are an institutional or private investor. The DiFi Data Management Platform (DMP) provides investors world-class analytics and portfolio reporting backed by the same platform and services supporting major global banks.

Learn more: DMP for Investors