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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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Danti Global Price list
BLUE
PRO
ULTRA
Annual Fee
£5,000
£12,000
£25,000
Monthly Fee
£500
£1,200
£2,500
Asset Classes
5
20
Unlimited
Total Users
1
10
50
Document Management Storage
5 GB
100 GB
1 TB
Legal Structures
Family Tree
Banking APIs
10 Pillars Risk Assessment
Stocks & Shares APIs
Wisdom Capture
Exclusive Deal Flow
Platform
Pure SAAS
Segregated database
Segregated database
Total Number of Assets
50
250
1000
Total Number of Legal Entities
10
20
50
Technical Support
Email & Chat (Mon-Fri, 9 am - 5pm)
Email & Chat (Mon-Sat, 9 am - 8pm)
Email, Chat & Phone (Mon-Sat, 9 am - 8pm)

Onboarding fees

DIY(Video Tutorial)
Hybrid
Full
Free
£3,000
£10,000

Automated Bulk Uploads:

We will provide you with the relevant spreadsheet for you to complete and once done we will upload all your data onto the Danti system.

Personalised bulk uploads:

We will format your existing spreadsheets and upload all the assets and structures for you. We will also connect all the APIs for you.

Everything entered by Danti:

You simply provide us with your raw data and we will enter everything for you: Assets, documents and structures.

Upcoming features

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Family Legacy Today