NML

DMA Onboarder

Custom Software Development, UX & Design

A digital client onboarding tool to improve acquisition of new DMA (ex Saxo Capital Markets) customers without requiring input from financial advisors.

Automated Client On-boarding for The Investment Industry

Problem: DMA would like to simplify and streamline their current onboarding process, by replacing the current paper-based flow with a modern, electronic sign-up process.

Solution: Design and develop a web application so that new clients (investors) and independent financial advisors can apply for a DMA account online.

DMA Onboarder landing page

Feature Highlights

  • Modern form design
  • Interactive form components
  • Application progress tracker
  • Dynamic field injector
  • PDF generation
  • Email notifications
  • White label support
DMA Onboarder details page 1a
DMA Onboarder details page 1b

Technology Used

The DMA Onboarder application was built using the following technologies:

  • .NET Core 2.0 Web API
  • .NET Standard
  • Node JS
  • React JS
  • Redux JS
  • DotNetZip
  • jsreport-core and relevant extensions
DMA Onboarder knowledge page

Architecture

The DMA Onboarder consists of two principal layers:

  • User Interface Layer
  • Server Layer
DMA Onboarder architecture

The User Interface Layer is a JavaScript single page application built using ReactJS which uses ReduxJS for state management. The application makes use of a layered structure to separate logic and presentation components. It is primarily responsible for tracking application state, dynamic field injection, and sending instructions to the Server Layer.

The Server Layer is a simple, custom Web API built using ASP.NET Core to process instructions from the User Interface Layer. The system separated into multiple single responsibility modules for easy readability, reusability, and reliability. It is primarily responsible for PDF generation, file archiving, and email notifications.