Virtual Advice is a goal-based advisory mobile app for banks and investment services providers. Our software enables you to provide mass however custom digital advice to wealthy customers with a modern mobile app ensuring a great user experience (UX). With our software, you will be able to deliver proactive and specific goal- or portfolio-related advice and track your customers’ reactions and behaviour instantly.
A goal-based advisory mobile app for
- banksinvestments services providerswealth management firmsprivate and mass affluent banking divisions · personal financial advisors…and their clients.
- A wealth management mobile app for your customersAbility send mass however custom digital adviceInstant portfolio access at any time and from anywhere (iOS, Android)Ability to receive and process instant, tinder-like customer responsesInvestment goals trackingCustomer behaviour trackingIntelligent advice engine for different advice typesAdvice editor and statistics
- Increases client engagement with a proactive approachProvides regular and custom advice to your wider clienteleEnsures increased advisory performance via better targetingEnables immediate reaction to market eventsForeruns the trends and the robo competitorsReaches the tech savvy generation
“Our exceptional solution merges the traditional advisory and the digital advisory process into a hybrid model. Our software meets with the digital expectations of the younger generation, ready to fight with robo disruptors and boost the performance of personal financial advisors.”
RÓBERT KŐ – CEO ∙ Dorsum Co. Ltd.0000
we have over 20 years experience in financial software development
expert knowledge in delivering integrated projects
we define innovation trends and supply up-to-date products
our application meets MIFID trading requirements
clients get a clear and simple user interface
long term cooperation with our clients
Interested in how Our Software can boost Your Business?