Helping our Institutional
Partners stay ahead
The investment management industry is changing.
And so are your clients.
Our trading platforms and proprietary technology can help institutional businesses change with them.
You don’t need another tech company,
You need a partner
Institutional businesses of all sizes rely on our modular technology and shared services to lower their OPEX costs and keep pace with an industry that evolves every day.
Keep all the bells and whistles you want,
Drop the ones you don’t
Invest locally and offshore on a professional-grade trading platform that is fully customisable to give active traders more focus,
and less distraction.
Platform Features
- Subscribe to live pricing (subscription fee applies)
- Highly customisable workspace with multi-screen support
- Advanced trading tools, improved order and position management
- Innovative margin tools to help you manage risk better
- Best-in-class reporting suite
Platform Features
- Subscribe to live pricing (subscription fee applies)
- Highly customisable workspace with multi-screen support
- Advanced trading tools, improved order and position management
- Innovative margin tools to help you manage risk better
- Best in class reporting suite
Our proprietary technologies connect front, middle and back office to help you deliver a delightful experience at every stage of the customer lifecycle
Portfolio management + Execution.
This is our opus.
Our order and portfolio management platform provides real-time access to global exchanges with smart execution features you wouldn't expect to find in a Portfolio Management System.
Portfolio Rebalancing as it should be
Import models from templates or build your own and model your portfolio by sector, stock, weighting or your own preference
Compliance is a priority
Create compliance rules, manage trade restrictions and generate deviation exception reports. Or run pre and post-risk exceptions reports on breached models.
Advanced grouping and consolidation
Create static or dynamic groups and apply them to any module in Opus. Accounts can also be added automatically based on a rule or filter.
One view, all your client accounts.
Financial advisers will spend more time onboarding and consolidating than advising clients. Unity frees advisors from tedious administration to focus on what matters: growing wealth.
Consolidation made easy
Unity brings your information into one place, making it easy to consolidate reporting and benchmark performance.
Enhanced Digital Boarding
Customise your digital application form to the needs of your business and onboard your clients directly from Unity.
Manage New business
Give your advisors the freedom to manage leads and generate quotes off your suite of custom portfolios and products.
Your own product marketplace
Create a shopfront for clients to browse and engage with your products.
(Really) know your customer.
Our relationship management system helps regulated entities organise and manage the customer journey from acquisition to retention.
Lead management
The lead module centralises your sales efforts by sorting, grading and tracking potential customers.
Digital Onboarding and reporting
Onboard individual, joint, trust and corporate clients and generate regulatory compliant reports.
Portfolio management + Execution.
This is our opus.
Our order and portfolio management platform provides real-time access to global exchanges with smart execution features you wouldn't expect to find in a Portfolio Management System.
Portfolio Rebalancing as it should be
Import models from templates or build your own and model your portfolio by sector, stock, weighting or your own preference
Compliance is a priority
Create compliance rules, manage trade restrictions and generate deviation exception reports. Or run pre and post-risk exceptions reports on breached models.
Advanced grouping and consolidation
Create static or dynamic groups and apply them to any module in Opus. Accounts can also be added automatically based on a rule or filter.
One view, all your client accounts
Financial advisers will spend more time onboarding and consolidating than advising clients. Unity frees advisors from tedious administration to focus on what matters: growing wealth.
Consolidation made easy
Unity brings your information into one place, making it easy to consolidate reporting and benchmark performance.
Enhanced Digital Boarding
Customise your digital application form to the needs of your business and onboard your clients directly from Unity.
Manage New business
Give your advisors the freedom to manage leads and generate quotes off your suite of custom portfolios and products.
Your own product marketplace
Create a shopfront for clients to browse and engage with your products.
(Really) know your customer
Our relationship management system helps regulated entities organise and manage the customer journey from acquisition to retention.
Lead management
The lead module centralises your sales efforts by sorting, grading and tracking potential customers.
Digital Onboarding and reporting
Onboard individual, joint, trust and corporate clients and generate regulatory compliant reports.
All your liquidity in one place
/one is no ordinary prime desk. Thanks to Opus, we’re able to provide an agnostic,
single point of access to vast pools of liquidity that can help grow your assets over the long-term.
Partner with DMA in 3 steps
1 / Let’s Talk
We only take on new clients when we can service them to the highest standard.
2 / TRANSFER CUSTODY
Move your book across and integrate our tech into your business.
3 / PARTNER WITH DMA
Our partners benefit from lower tech costs and operating expenses.
Globally Trusted Custodians
Your funds are held at reputable institutions to ensure the safe retrieval of your assets.