DORSUM - WEALTHTECH SOLUTIONS: The Wealth Management Platform is a new generation, 360 degree, front-tomid advisory software solution providing essential functionalities with remarkable user experience. This innovative platform is designed for financial institutions to have an efficient wealth advisory network with enhanced customer engagement, while staying compliant with regulations
My Wealth is a client facing solution which provides a platform that enables clients to make investment decisions easily anywhere, anytime on this simple and easy-to-use mobile and web platform. The My Wealth app is a unique solution as it merges traditional and digital advisory process into a hybrid model. It brings a holistic 360-degree portfolio overview to clients and helps them understand the composition and historical progress of their portfolio. It establishes a unique bridge between AI-driven and personal advice. Clients can chat with a self-learning chatbot, receive automatic portfolio related notifications, news and documents. Additionally, they can request to reach their financial advisor on several channels. Thanks to the app, it has never been easier for financial advisors to stay in contact with their clients any place, any time.
- Banking
Dorsum is a Hungarian top investment software & solutions provider in the CEE, focusing on Wealthtech solutions. They offer versatile solutions to players in capital markets and wealth management space, providing support throughout the entire lifecycle of their products. As the Wealth Management industry is going through a major shift, due to a world-wide generation change, the emergence of new technologies and the changes in business models (such as cloud based services) is inevitable. Dorsum company is a stable partner for financial institutions in the ever-changing investment industry. They deliver high-quality, service based, easy to integrate, modular investment software.