Wealth needs infrastructure.
Build on ours.
The technology that connects your investment operations. And the products your clients depend on. Both, from one place.
Built for institutional scale
Execution, clearing and settlement backed by Saxo Bank
Multi-asset, multi-custodial access
Access 50+ global exchanges and 50 000+ instruments across 9+ asset classes
Regulated asset protection
Strict regulatory segregation ensures client funds are protected and retrievable
Our infrastructure
Built for every layer of the investment ecosystem
Opus - portfolio management system
One portfolio management system, every market
Global market access meets institutional-grade portfolio management tools.
Asset managers
Fund managers
Multi-managers
Portfolio management
Wealth management is fragmented and disconnected.
Onboarding & communication
Digital forms, document requests, e-signatures, and automated compliance checks to streamline onboarding.
Client Record Management (CRM)
Back-office client data management, KYC tracking, and regulatory recordkeeping.
Product administration
Automate front and back-office administration for investment and retirement products.
Trading
Access global markets with Saxo Bank’s award-winning trading platform.
Portfolio management
Manage and rebalance client portfolios at scale—execute changes across multiple accounts in minutes.
Outsourced dealing
Professional traders, institutional infrastructure, and extensive broker networks to help you scale without the cost of an in-house trading team.
Client portal and reporting
Self-service client portal for portfolio viewing, statements, tax reports, and performance tracking—making client servicing scalable.
GLOBAL SCALE
One infrastructure partner.
Five regulated entities worldwide.
500+
Regulated collective
investment schemes
investment schemes
160+
Asset managers, wealth managers & adviser networks.
40K+
Retail clients
serviced.
serviced.
$14BN
Assets under administration.
Figures reflect DMA’s global operations
