Brokerage Firms

The DiFi Data Management Platform (DMP) offers unparalleled transparency and a comprehensive view across the entire investor and advisor/rep landscape for optimized management and powerful insights. By leveraging a fully-automated data platform, brokerage firms can optimize investor management, identify key insights for efficient product distribution, and grow faster with a differentiated value proposition for both investors and registered reps.

Advisors

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

Analysts

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

Investors

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

Accounting & Finance

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 Accounting & Finance

Risk Management Professionals

Modeling and understanding risk is a complex business, requiring vast data and insights for effective management. 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 comprehensive world-class data model enable more accurate, faster, and better-informed assessments.

Learn more: DMP for Risk Management Professionals