Streamline your client onboarding process with DMA's secure and efficient SCRM platform.
DMA's SCRM system provides InvestmentManagers with direct access to initiate and manage client onboardingapplications, reducing manual processes and accelerating account approvals.Investment Managers can capture client information, upload the requireddocumentation, and submit applications directly to DMA's dedicated Onboarding Team for review.
Learn more about onboarding with SCRM.
If you are a direct client, please refer to our Moneybetter website at moneybetter.co/za