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The fund operations hub designed for stellar service

Better service your customers, with real-time team overviews, single process set up and automated tasks and notifications.

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A dashboard built for speed and simplicity

Deliver on time, every time

Never miss a deadline and keep your customers happy with our advanced notification system and quality control tools

Collaboration
at the core

Increase operational efficiency with easy info sharing, simplified handovers, visual feedback and accountability tags

Lower ops costs, higher profitability

Reduce your ops costs with easy-to-implement changes. From streamlined resource planning, to shortened staff onboarding and simple systems integration

Ready-to-go reporting

Regularly update your customers with automated proof-of-work and SLA reports at the click of a button

Reassure your customers

Win big when it comes to operational excellence. From modernised ‘stand-out’ ways of working, to supporting customer due diligence, and future-proofing your offer

Instant delivery oversight

Look at tasks and procedures whenever you need to, and monitor progress per customer

Trim
back risks

Take control of your operational risk with task documentation, alert notifications and contingency planning

Consistent compliance

Prove regulatory requirements for your customers with custom reports, audit trails and documented proof-of-work

Trusted by industry professionals

FCG x Daymi
ISEC x Daymi
Lannebo x Daymi
Carnegie Fonder x Daymi
Avanza Bank x Daymi
Nordnet x Daymi
WS gruppen x Daymi

Features

Daymi for financial operations

Pain-free processes

Combine all your tasks into one streamlined workflow. Create categories and tags. Get real-time progress. And edit as you go

Daymi for financial operations

Recurring equals reliable

Our recurring engine saves you time. From date scheduling, to templates — set up just once and you’re good to go.

Daymi for financial operations

Time-saving templates

Tackle the trickier processes with our template solution. Create a template just once and use it whenever you need to. Ensuring all your ops are tracked and traced

Daymi for financial operations

Detailed work descriptions

Support team efficiency with a little extra detail. Easily view and edit work descriptions to keep things moving — right info, right people, right time

Customisable workspace

Everyone’s on the same page with our unified workspace. Collaborate and edit together in real-time. Or go solo to focus on your current workload. Whatever the task, no one’s left behind

Real-time notifications

Stay ahead of your tasks with our smart notifications. Set reminders when you need them, and escalate deadlines across your stakeholders

Daymi for financial operations

Total audit trail


Don’t worry, everything you do is automatically stored. View and share audit reports to follow up with your teams or improve processes

Connect the dots


Easily and securely connect your systems and workflows with our API. View, edit and update all from one place — it’s that simple

We grew at a high pace, so we needed a tool to streamline our processes. It took very little effort and cost to implement it. Daymi quickly became a part of our process improvement initiative. Simon Carlstedt, COO at FCG FCG x Daymi

Some common questions

Who is Daymi for?

Daymi is created by and for professionals working with Operations in Financial Services, such as Asset Management, Banking, and Outsourcing. Daymi is used by both big and small organisations, with team sizes ranging from a handful individuals to multi-dozen teams.

What about onboarding?

Onboarding is included for all, and yes you read right. ALL new clients to make sure that you will succeed in using Daymi. The onboarding process typically takes you between 5-10 working hours (including the meetings and time spent on the setup) spread over 2-4 weeks depending on the size of the team or teams.

Daymi also offers all clients unlimited in-app support where we have a first response time of under 4 minutes on average.

How do you price?

We charge a licence fee for access to the platform, and we offer different solutions depending on what suits you best. Please reach out to us to learn more.

Is Daymi safe to use?

Yes, Daymi is very safe to use and has bank-grade security and compliance.

All your data is safely stored in the Swedish bedrock with a fully-Swedish independent provider (meaning no US-dependencies). We also have a backup site located in another part of the country, so you can use Daymi with peace of mind.

Does Daymi support API?

Yes, Daymi has an open Rest-API available on request. The API is used by our clients to import data from various portfolio management systems and automated/robotic processes, for example.

Can I get a demo?

Of course! Book a demo here. We also offer a free trial if you have doubts.

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Ready to take back control
of your ops?

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