Endowments & Foundations

Transparency is key to effectively managing broad and diverse portfolios. The DiFi Data Management Platform (DMP) provides a comprehensive data infrastructure for automatic integration across all portfolios and unmatched transparency and look-through capabilities to understand the story behind the holdings. The DMP provides all stakeholders with a complete view for more effective and efficient risk management, portfolio analysis, and manager oversight.

Portfolio Managers

Better data makes for better decisions, and better decisions make for better performance. Fast, easy access to timely and accurate portfolio and market data can be key drivers to faster top-line growth. Achieving that requires a single, comprehensive view of high-quality data that can be purposed for portfolio and risk analytics, multi-party integrations, transparent reporting, and big data insights. The DiFi Data Management Platform (DMP) provides a single source to drive all aspects of portfolio management and growth.

Learn more: DMP for Portfolio Managers

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

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

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

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

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