AI platform and software
for Asset Managers.

Compass | datafabric
+$4.2M
Net Flows
98%
Retention
23
Hot Leads
87
Avg Score
142
Clients
100%
Audit Pass
Net Flows (12m)
AuM Allocation
$2.8B
Equities
Fixed Inc
Alts
FuM by Channel
Inst
Whlsl
Platf
Direct
Dashboard
Clients
Settings
CoPilot | datafabric
Claude Sonnet 4.6
Atlas
Compass
Salesforce
OpsFlow
Email
Web
Recent
Curate my best prospects using ALL available data
Cross-referencing CRM, flows, calendar, email & news — here are your top 15 prospects ranked...
Draft reach-out emails to each in my tone
15 personalised emails drafted matching your writing style and referencing recent activity...
Create briefings for all my prospect meetings this week
8 briefings ready — each covers flows, marketing interactions and latest company news...
Draft follow-ups for all meetings last week
7 follow-up emails drafted with key discussion points and next steps from your notes...
Atlas | datafabric
Search practice or suburb...
Locating... Me only Clients only Legend
M1 Berowra Ku-ring-gai Chase SYD
15
2
6
28
8
191
5
23
Explore
Lists
Trip
Profile
compass.datafabric.com.au
Compass | datafabric
Grow
+$0M
Net Flows
Protect
0%
Retention
Convert
0
Hot Leads
Engage
0
Avg Score
Serve
0
Clients
Comply
0%
Audit Pass
Net Flows (12m)
$5M $0 Apr Jul Oct Mar
AuM Allocation
$2.8B Total AuM
Equities 42%
Fixed Inc 28%
Alts 18%
Cash 12%
FuM by Channel
Oct Nov Dec Jan Feb Mar
Client Risk vs Return
Risk → Return →
Engagement Radar
Emails Calls Events Digital Social
Revenue Waterfall
Q1 +New +Exp -Churn +Upsell Q2
OpsFlow | datafabric
3
All
1
Done
2
To Do
Daily NAV Reconciliation
Operations, Financial
Skipped 08:04
Portfolio Rebalance Check
Compliance
Complete 07:55
End-of-Day Client Reports
Reporting
Skipped 08:04
Workflows
Audit
Profile
Lab | datafabric
Run All
Python 3
Fund Flow Attribution
Q1 net flow drivers by channel
In [1]:
import pandas as pd
from datafabric import compass, foundry
flows = compass.get_flows('Q1-2026')
flows.groupby('channel').sum()
Out [1]:
channelnet_flow
Platform+$4.2M
Direct+$1.8M
Adviser-$0.9M
In [2]:
flows.plot.bar('channel', 'net_flow')
Out [2]:
Platform
Direct
Adviser
In [3]:
retention = compass.retention('Q1')
print(f'Retention: {retention:.1%}')
Out [3]:
Retention: 98.2%
Notebooks
Data
Profile
Explore the Platform

About Us

Why firms choose Datafabric.

Innovative companies who understand the inherent value in data, insights and AI; and trusted us to help them.

Built for Asset Managers

Not a generic tool — domain features and workflows.

Fast Time-to-Value

20+ integrations, 15 workflow templates, pilots in weeks.

Focus on Business Growth

We manage the roadmap so you can focus on running your business.

Service as Software

Not Software as a Service.

Governance & Security

Audit logs, role-based access, and enterprise controls.

Our Clients

Global X ETFs — Datafabric asset management client
Global X
Beyond Ordinary ETFs
$16B under Management
Full platform deployment.
Talaria Capital — Datafabric asset management client
Talaria
Helping people & communities enjoy a more certain financial future
$3B under Management
Full platform deployment.
Magellan Financial Group — Datafabric asset management client
Magellan
Experts in Global Investing
$40B under Management
Full platform deployment. 2022-2024.
Challenger Limited — Datafabric asset management client
Challenger
At the forefront of Australian Credit Markets
$116B under Management
Consulting for CRM data clean up and BI reports. 2022-2025.
L1 Capital — Datafabric asset management client
L1 Capital
Global investment manager
$6B under Management
Full platform deployment. 2021-2024.
Ellerston Capital — Datafabric asset management client
Ellerston Capital
Specialist Investment Manager
$5B under Management
Mid platform deployment. 2023-2025.

The Platform

Six products. One platform.

Everything asset managers need — from data centralisation and reporting automation to an AI copilot for fund distribution — integrated and ready to deploy.

The Foundry

Data centralisation and quality for fund managers. Your single source of truth — ingested, validated, and trusted.

Compass

Asset management analytics and reporting automation. Dashboards and visualisations that turn complexity into clarity.

CoPilot

AI copilot for fund distribution and operations. Your enterprise AI companion that understands asset management.

Atlas

Client locator and trip planner. Find, plan, visit and record — all in one app.

OpsFlow

Operational compliance for asset managers. Audits, incidents, and compliance reporting — automated and streamlined.

Lab

Deep research. AI-powered investigation and analysis for your most complex questions.

The Foundry

Data Centralisation & Quality — your single source of truth for asset management data

Emails
Events
Calls
Meetings
Investment
Regulation
Market News
Website
LinkedIn
PR
Advertising
Finance
Consulting
Auditors
Custodian
Platforms
CRM
Redemption
Foundry | datafabric
Data Checks
97%
Completeness
Target: 95%
99.2%
Accuracy
Target: 99%
94%
Timeliness
Target: 98%
98%
Consistency
Target: 97%
99.8%
Uniqueness
Target: 99.5%
12m
Freshness
Target: <15m
Platform
47
Integrations
Target: 40
124
Pipelines
Target: 100
2,847
Checks/Day
Target: 3,000
100%
Uptime
Target: 99.9%
Dashboard
Pipelines
Quality
Profile

1 Data Breadth & Depth

See exactly how wide and deep your data coverage goes. Every source, every field, every record — mapped and measured in real time.

2 Trust Metrics

Automated data quality scoring across completeness, accuracy, consistency and timeliness. Know which data you can trust — and which needs attention.

Compass

Analytics & Reporting Automation for fund distribution teams

Compass | datafabric
Grow
+$4.2M
Net Flows
Protect
98%
Retention
Convert
23
Hot Leads
Engage
87
Avg Score
142 clients
M
Macquarie Group
Sydney · Institutional
FuM
$84.2M
Flows
+$1.2M
Engage
87
Last activity: Email opened · 2h ago
A
AMP Capital
Melbourne · Wholesale
FuM
$42.8M
Flows
-$320K
Engage
54
Last activity: Meeting booked · 1d ago
N
Netwealth
Brisbane · Platform
FuM
$31.5M
Flows
+$890K
Engage
92
Last activity: Event RSVP · 3d ago
H
Hub24
Perth · Platform
FuM
$18.9M
Flows
-$1.1M
Engage
21
Last activity: Website visit · 5d ago
Dashboards
Clients
Reports
Profile

1 Interactive Dashboards

Rich, interactive visualisations that let your team explore data, drill into detail, and share insights — all from the browser.

2 Automated Reports

Scheduled and on-demand reporting that delivers the right numbers to the right people, in the right format, every time.

CoPilot

Enterprise LLM, Tools & Agents

CoPilot | datafabric
A
Claude Sonnet 4.6
12 tools
Active MCP Tools
Atlas
Client locator
Compass
Analytics
Salesforce
CRM data
OpsFlow
Operations
Pardot
Marketing
FactSet
Market data
Email
Send & draft
Web Search
Live search
Suggested
Curate my best prospects using ALL available data
Cross-reference CRM, flows, calendar, email & news
Create briefings for all my meetings this week
Fund flows, marketing interactions & company news
Draft follow-ups for all meetings last week
Key discussion points, next steps & meeting notes
Draft reach-out emails to each in my tone
Personalised emails referencing recent activity
How can I help you today?
CoPilot (Open WebUI) · Claude Sonnet 4.6

1 Smart Prospect Curation

CoPilot cross-references finance data, CRM, calendar, email and live web news to curate a ranked list of your best prospects to contact — no manual digging required.

2 Personalised Outreach at Scale

Draft reach-out emails to every prospect in your tone, referencing their recent activity, flows and engagement — ready to send in one click.

3 Meeting Briefings on Autopilot

Before every prospect meeting, get a briefing that pulls together flows, marketing interactions, and the latest news on the individual and their company.

4 Instant Follow-Up Emails

After your meetings, CoPilot drafts follow-up emails referencing key discussion points and next steps — personalised for each conversation.

Why CoPilot — Not Just Another AI Chat

Generic AI is a brain without a body — it has zero access to your data, company philosophy, brand and culture, your targets or your business processes. Datafabric CoPilot is the Brain wired into the nervous system.

Generic AI

ChatGPT Enterprise / Claude Pro

A brain without a body. It can reason, summarise, and draft — but it has zero access to your client data, fund flows, CRM pipeline, email history, or compliance framework. Every query starts from scratch. The user has to copy-paste context in, and the output has no traceability back to source systems.

Datafabric CoPilot

The Brain wired into the nervous system

Connected via MCP tools to your actual operational data — Salesforce, Compass fund flows, Pardot campaigns, email, OpsFlow, web news — simultaneously. Powered by all major LLM models, with the ability to host your own secure, private models. Built with granular permissions and dedicated knowledge bases for every team. That changes everything.

Compliance & Traceability

Generic AI is a black box — you don't know what data informed the output, you can't audit the reasoning, and you can't prove the recommendation wasn't hallucinated. CoPilot cites every data point back to source (CRM · Flows · Email), compliance-checks drafted communications, and flags risks explicitly. In financial services, if you can't show your workings to a regulator, the tool is a liability, not an asset.

CoPilot connects the dots across every system you operate — with full traceability.

Atlas

Client Locator & Trip Planner

Atlas | datafabric
Locating... Me only Clients only Legend
Explore
Lists
Trip
CoPilot
Profile

1 Plan a Trip — Manually

Select clients on the map, drag to reorder, set visit times, and build your itinerary exactly the way you want it.

2 Plan a Trip — via CoPilot

Tell CoPilot where you're headed and it builds an optimised trip plan based on client priority, location, and availability.

3 Go on the Trip

Turn-by-turn navigation, live client briefs on approach, and real-time schedule adjustments as your day unfolds.

4 Record Notes

Capture meeting notes, voice memos and follow-up actions right from the app. Everything syncs back to your CRM instantly.

OpsFlow

Asset Management Operations

OpsFlow | datafabric
3
All
0
Planned
1
Done
2
To Do
Last updated: Tue-31-Mar 2026 22:42
Daily NAV Reconciliation
Operations, Financial
STATUS Skipped 08:04
Portfolio Rebalance Check
Compliance
STATUS Complete 07:55
End-of-Day Client Reports
Reporting, Distribution
STATUS Skipped 08:04
Workflows
Audit
CoPilot
Profile

1 Audit Reports

Automated compliance auditing with full traceability. Generate, review, and sign off on audit reports with a complete audit trail.

2 Incident Management

Log, track, escalate and resolve operational incidents. Built-in workflows ensure nothing falls through the cracks and every resolution is documented.

Lab

Deep Research

Lab | datafabric
Run All
Cell
Python 3 · Idle
Fund Flow Attribution Analysis
Investigate Q1 net flow drivers across distribution channels
In [1]:
import pandas as pd
from datafabric import compass, foundry

flows = compass.get_flows('Q1-2026')
flows.groupby('channel').sum()
Out [1]:
channelnet_flow
Platform+$4.2M
Direct+$1.8M
Adviser-$0.9M
In [2]:
flows.plot.bar('channel', 'net_flow')
Out [2]:
Platform
Direct
Adviser
Notebooks
Data
CoPilot
Profile

1 Multi-Source Synthesis

Lab pulls data from across your entire platform — Foundry, Compass, CoPilot, and external sources — to deliver comprehensive research briefs.

2 AI-Powered Analysis

Ask your most complex questions and get structured, evidence-backed answers with full source citations and confidence scoring.

Insights

From the blog.

Thinking on data, AI, and the future of asset management — from the team building the platform.

BREADTHDEPTHTRUST
Data Quality & AI

Why data quality is the first step to AI readiness for asset managers

60% of AI projects will be abandoned due to lack of AI-ready data. The firms that succeed with AI are never the ones that started with a model — they started with their data.

Antony Bergeot-Lair · 10 Apr 2026
→
Data & Distribution

Unlocking the power of data in asset management distribution

79% of marketing leads never reach sales. How data centralisation and AI are closing the gap for asset managers — and why generic CRMs fall short.

Graeme Mather · 14 Jun 2024
→
View all articles →

FAQ

Frequently asked questions.

What types of asset management firms use Datafabric? +

Datafabric is trusted by Australian asset managers ranging from $3B to $116B in assets under management, including Global X, Magellan, Challenger, L1 Capital, Talaria, and Ellerston Capital. The platform serves fund managers, ETF providers, and institutional investment firms across distribution, operations, and investment teams.

What is an AI copilot for asset management? +

An AI copilot for asset management is a purpose-built AI assistant that understands your firm's data, clients, and workflows. Unlike generic AI tools like ChatGPT, Datafabric CoPilot connects directly to your centralised data layer, so it can answer questions about fund flows, client engagement, compliance status, and more — with full context and audit trails.

How does data centralisation work for fund managers? +

Data centralisation brings together information from CRMs, custodians, platforms, email, market data, and other sources into a single source of truth. Datafabric's Foundry ingests, validates, and quality-scores data from 20+ integration types, giving asset managers trusted data they can use for analytics, reporting, and AI — typically deployed in weeks, not months.

Can Datafabric automate compliance reporting? +

Yes. OpsFlow automates operational compliance workflows including audit tracking, incident management, and regulatory reporting. Combined with the Foundry's data quality checks and CoPilot's AI capabilities, asset managers can reduce manual compliance overhead while maintaining full governance and audit trails.

How is Datafabric different from generic AI tools or CRMs? +

Generic AI tools lack the domain context and data infrastructure asset managers need. Traditional CRMs weren't built for fund distribution analytics or investment data. Datafabric is a purpose-built platform that combines data centralisation, analytics, AI, and operations in one integrated system — designed specifically for the workflows, compliance requirements, and data challenges that asset managers face.

How does Datafabric fit with our existing systems? +

Datafabric is designed to integrate with the systems you already use — not replace them. The Foundry connects to 20+ source types out of the box, including CRMs like Salesforce and HubSpot, custodians, investment platforms, email, calendar, market data feeds, and more. Data flows in through pre-built connectors and APIs, so there's no need to rip and replace your existing stack. Most clients are fully integrated within four weeks.

Ready to see the platform in action?

Book a personalised demo and discover how Datafabric can centralise your data, automate compliance reporting, and deploy enterprise AI for your fund.

Book a Demo Contact Us