ClavisAdvisoryTool available on iOS and Windows
Virtual Advice

Client Acquisition Tool is a tablet native presentation, advisory and client acquisition engine that combines the exclusivity of premium quality printed brochures with the interactivity of customer specific financial planning. Our software helps you maximize the onboarding and sales efficiency of your advisor network with vivid presentations and instant investment recommendations. It complements personal communication and guarantees a remarkable customer experience on a face-to-face meeting.

The innovative Client Acquisition Tool built on the latest industry standards, running on Windows powered tablets and smartphones and high-resolution iPad retina tools.


A unique software solution on the market for

  • private banks
  • wealth management companies
  • banking sales agents
  • and personal financial advisors.

main features iconMain Features

  • Single and dual tablet mode
  • Advanced financial planning calculators
  • Investment strategy and portfolio recommendations
  • Interactive MiFID test and customer profiling
  • Centrally manageable contents: presentations, videos, PDF files, calculators, model portfolios
  • Secure way to access sensitive client reports
  • Fast implementation and localization
  • Possible extension with non-investments banking products (loans, cards, insurance products)

key benefits icon

Key Benefits

  • Premium tool for customer acquisition and engagement on face to face meetings
  • Interactive portfolio planning according to your customers’ personal preferences (risk, time horizon, etc.)
  • Tool to educate your customer on complex financial products
  • Central content management. Guided communication through all members of your advisory network.
  • A tool that helps you present your company better
  • Global markets overview
  • Cross selling of products and services to current and new clients


Our Clients

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Why Dorsum?

Experience

we have over 20 years experience in financial software development

Expertise

expert knowledge in delivering integrated projects

Innovation

we define innovation trends and supply up-to-date products

Standard

our application meets MIFID trading requirements

Design

clients get a clear and simple user interface

Support

long term cooperation with our clients

Interested in how Our Software can boost Your Business?