The all-in-one SaaS
FOR INSTITUTIONAL INVESTORS
Cut Operating 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.