logologo-mobile
The wealth management value chain is rife with cumbersome error prone manual processes. Digital Inefficiency negatively impacts the HNW client experience and relationship.
Capgemini Research Institute
Everything you need to know, at the touch of a button
Track all your assets in one place

Elevate your wealth management strategy using our all-in-one platform. Instantly access detailed asset reports and visualize diversification across asset types.

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A CRM system for all your professional contacts

Manage your contacts with ease, utilizing files, tags, and advanced filters for simplified organization and quick retrieval.

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Securely store all your important documents - never misplace important information again

Data Vault: Your sensitive information requires the highest level of protection. Our dedicated Swiss data centres provide next generation military grade security to your data.

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Track your net worth over time

Stay informed about the deals on your radar, whether they involve buying or selling, and make your move before it's too late.

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Enhanced communication

Danti grants users with granular control over asset types, data types, right down to an individual asset. This empowers you to share what you want with who you want.

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Upcoming features

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