For asset managers / wealth managers / family offices
The portfolio management platform that
grows your AUM. Not your complexity.
Everything investment managers need to automate custody,
execution, settlement, and reporting – in one place.
Nothing feels worse as an investment manager than getting lost in multiple platforms and spreadsheets.
Our portfolio management
system unifies all your custodians in one place, so you can see clearly and act decisively.
Flexible workspace
to surface the client
and performance
data you need
/ Get an overview of your current holdings, history, transactions, trades, and script movements.
/ View portfolio metrics such as cash balances, model drift, compliance breach screeners, cash percentage and new cash landing.
Model portfolios
made for bulk trades and real-time routing
/ Build model portfolios by market weighting or asset class.
/ Compare account groups to models and make stock adjustments or switches where needed.
/ Block trading with automatic allocation to client accounts.
Compliance engine that stops breaches before they happen
/ Pre and post-trade compliance against account, stock or asset class.
/ Automatic blocking of accounts in breach with supervisor override facility.
/ Customisable compliances rules such as Regulation 28 or CISCA.
Consolidated reporting for deeper insights
/ Preset and custom reports such as month-end, drift, demographic, regulatory, and total book value.
/ Pre and post trade compliance reporting.
/ Export to excel for user investigation.
Don't get lost in
the noise
Fragmented data can drown out the signals of opportunity. DMA simplifies portfolio management so you can see more clearly.
Delays can be
costly
Market prices fluctuate every second. Get a real-time view of the market so you can execute from a position of knowing, rather than guessing.
More data,
more complexity
Complexity increases exponentially with every new data source. Our platform is built for large-scale trades, making it scalable and reliable for orders of any size.
Partner with DMA in 3 Steps
DMA connects front and back office to help regulated entities break
silos and reduce headcount. No upfront cost. No ongoing fees.
Book a demo
Let’s meet to learn about your needs,
and show you how our tech can help
Integrate tech
Our technology is modular, making it
easy to integrate only the services you need
Continuous Development
Partners benefit from continuous
improvement to our tech stack
Don't get lost in
the noise
Fragmented data can drown out the signals of opportunity. DMA simplifies portfolio management so you can see more clearly.
Delays can be
costly
Market prices fluctuate every second. Get a real-time view of the market so you can execute from a position of knowing, rather than guessing.
More data,
more complexity
Complexity increases exponentially with every new data source. Our platform is built for large-scale trades, making it scalable and reliable for orders of any size.
Find out how our portfolio management tools can help you see clearly in a noisy world.