Wealth Management Platform
Future development

Virtual Advice, our latest product under development 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

  • banks
  • investments services providers
  • wealth management firms
  • private and mass affluent banking divisions · personal financial advisors
  • …and their clients.

main features iconMain Features

  • A wealth management mobile app for your customers
  • Ability send mass however custom digital advice
  • Instant portfolio access at any time and from anywhere (iOS, Android)
  • Ability to receive and process instant, tinder-like customer responses
  • Investment goals tracking
  • Customer behaviour tracking
  • Intelligent advice engine for different advice types
  • Advice editor and statistics

nagyito-ikon-130Key Benefits

  • Increases client engagement with a proactive approach
  • Provides regular and custom advice to your wider clientele
  • Ensures increased advisory performance via better targeting
  • Enables immediate reaction to market events
  • Foreruns the trends and the robo competitors
  • Reaches the tech savvy generation

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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 our future developments?