The all-in-one SaaS
FOR INSTITUTIONAL INVESTORS

Cut Opex Costs

and scale your business, fast

DMA connects front and back office to help regulated entities break
silos and reduce headcount. No upfront cost. No ongoing fees.

Delight,

at every stage of the
customer lifecycle.

at every stage of the customer lifecycle.

Lead creation &
managment

Sort, grade & track potential customers

Data security

Encrypts & stores demographic data,
enriched data & legal documents

Regulatory compliance
& KYC compliance

Monitor client status  & overall health
of KYC compliance

Really KNOW YOUR CUSTOMER

From lead creation to remediation, our CRM system gives you a single, stratified view of your customer at every stage of their journey.

Really KNOW YOUR CUSTOMER

From lead creation to remediation, our CRM system gives you a single, stratified view of your customer at every stage of their journey

Lead creation &
managment

Sort, grade & track potential customers

Data security

Encrypts & stores demographic data,
enriched data & legal documents

Regulatory compliance
& KYC compliance

Monitor client status  & overall health
of KYC compliance

ONE VIEW, all your clients

By consolidating multiple counterpart investments in one platform, Unity frees advisors from tedious administration and bring the end-client closer to their investments—all through a single login.

Manage new business

Advisers can easily manage leads and generate quotes off your suite of portfolios and products

Behavioural-based ​
risk assessment

Profile your customer against risk willingness, risk ability and one of 27 behavioural tendencies​
(coming soon)

Product Marketplace

A shopfront for clients to browse and engage with your products​
(coming soon)

Consolidated reporting

Including tax statements, financial transactions, historic holdings, trade analysis and month-end statements

ONE VIEW, all your clients

By consolidating multiple counterpart investments in one platform, Unity frees advisors from tedious administration and bring the end-client closer to their investments—all through a single login.

Manage new business

Advisers can easily manage leads and generate quotes off your suite of portfolios and products

Behavioural-based ​
risk assessment

Profile your customer against risk willingness, risk ability and one of 27 behavioural tendencies​
(coming soon)

Product Marketplace

A shopfront for clients to browse and engage with your products​
(coming soon)

Consolidated reporting

Including tax statements, financial transactions, historic holdings, trade analysis and month-end statements

Onboard client

Build digital application forms in hours, not days. Includes regulatory solutions for W8BEN, client mandates and branded proposals

Verify client

Build digital application forms in hours, not days. Includes regulatory solutions for W8BEN, client mandates and branded proposals

Turn customers into evangelists

Share your investment ideas and market your brand through stunning flipbooks delivered to your customers’ mobiles

TWO-WAY BUSINESS COMMUNICATION made easy

The first-of-its-kind in the financial services industry, Dialog is a mobile-friendly communication engine that makes it easy to verify, onboard, and nurture customer loyalty on a channel of their choice.

TWO-WAY BUSINESS COMMUNICATION made easy

The first-of-its-kind in the financial services industry, Dialog is a mobile-friendly communication engine makes it easy to verify, onboard, and nurture customer loyalty on a channel of their choice.

Onboard client

Build digital application forms in hours, not days. Includes regulatory solutions for W8BEN, client mandates and branded proposals

Verify client

Build digital application forms in hours, not days. Includes regulatory solutions for W8BEN, client mandates and branded proposals

Turn customers into evangelists

Share your investment ideas and market your brand through stunning flipbooks delivered to your customers’ mobiles

PORTFOLIO MANAGEMENT + EXECUTION. This is our opus

Opus is the nexus of DMA’s platforms and services, offering real-time access to global exchanges and a host of portfolio management tools that can be administered individually, or at an aggregated level.

Multiple FIX connections

Plug into multiple FIX connections including Saxo Bank’s with straight-through processing

Powerful portfolio modelling

Model your portfolio against sector, stocks and weighting; rebalance portfolios and make bulk stock adjustments

Built-in compliance management​

Run daily compliance tests and deviations exceptions reports based on your rules and trade restrictions.

Advanced reporting

Consolidated statements can be bulk distributed, applying GIPS standards for time-weighted performance reporting

PORTFOLIO MANAGEMENT + EXECUTION. This is our opus

Opus is the nexus of DMA’s platforms and services, offering real-time access to global exchanges and a host of portfolio management tools that can be administered individually, or at an aggregated level.

Multiple FIX connections

Plug into multiple FIX connections including Saxo Bank’s with straight-through processing

Powerful portfolio modelling

Model your portfolio against sector, stocks and weighting; rebalance portfolios and make bulk stock adjustments

Built-in compliance management​

Run daily compliance tests and deviations exceptions reports based on your rules and trade restrictions.

Advanced reporting

Consolidated statements can be bulk distributed, applying GIPS standards for time-weighted performance reporting

Partner with DMA in 3 steps

1 / Book Demo

Let’s meet to learn about
your needs, and show you
how our tech can help

2 / Integrate tech

Our technology is modular,
making it easy to integrate
only the services you need.

3 / Continuous Development

Partners benefit from
continuous improvement
to our tech stack.

Globally trusted custodians

Your funds are held at reputable institutions to
ensure the safe retrieval of your assets.

Find out how we can
make agility your
greatest strength.

Find out how we can make agility your greatest strength.