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.


DMP has a foundational focus on achieving and maintaining high fidelity, fully-integrated data with the accuracy and availability required to drive mission-critical services for differentiated intelligence and analysis. Quality means that data is not just accurate and reconciled, but that it has additional value-add from contextual insights and reference data.

Learn more: Content & Data

All Asset Classes & Currencies

The PAIX™ model provides a unified language of finance to understand and analyze holdings and actions across any asset class and currency. Expressive definitions of any type of instrument enable clean apples-to-apples comparisons as well as in-depths analysis of exotic products from anywhere in the world.

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Automated collection and processing across all sources and asset classes ensures you can access a complete, accurate view across all portfolios in a single data query. The DMP integrates across custodian sources, separately managed accounts, and private holding statements to a single unified model, allowing easy integration to any analytical or reporting tool with full fidelity and completeness of data.

APIs & Data Connections

Utilize live- and batch-access to datasets through DMP APIs and integrations with proprietary, 3rd-party, and standard tools like Excel and Tableau to accelerate development of interactive monitoring dashboards and automatically-updating models.

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Built-in performance and analytical metrics accelerate portfolio assessment and make it easier to deliver and update new models and analytics quickly and automatically. Automated calculations at any level in the portfolio hierarchy apply powerful analytics into any model or presentation with standard and customizable components.

Learn more: Analytics