Advisor hub
Everything you need to offer world-class philanthropic services
Real-time AUM visibility
All client DAF accounts alongside the rest of their portfolio in a single dashboard.
Co-branded materials
Your firm's logo on all client-facing materials. DAF as a seamless extension of your practice.
Digital client onboarding
Pre-populate the account form, send for e-signature. Account open in minutes.
Dedicated relationship manager
A single point of contact. No call centers, no tickets.
