Wealth Management Platform is a new generation front-to-mid Wealth Management platform that provides all essential functionalities with high level user experience to run a prosperous Wealth Management business. Our state of the art software is designed for financial institutions that offer services to wealthy people and wish to have an efficient advisory network with strong customer engagement while staying compliant with regulations.
A revolutionary software solution for
- private banking departmentsportfolio & and wealth managersaffluent banking divisionswealth management companies…and their clients.
- Portfolio reports: Market value, cash-flow, analysis composition, exposure, yield, P/LModel portfolio management and rebalancing of portfoliosDaily automatic portfolio evaluation (market value, P/L, yield)Multi-asset class, multi-portfolio and multi-currency supportOverall dashboards (MIS, heat maps and advisor view)Alert engineCustomer reporting & family viewsReal-time or delayed market overview, chartsResponsive web technology with clear GUI
- Increased advisor productivity: access to all required information in one system with a few clicksMiFID 2 compliant advisory workflow and meeting minutesAdvanced ad-hoc or scheduled client reportsEnsure continuous risk assessment for customersFast integration with APIs and data validation engine to any legacy sources · Optional client access available on mobile and tablet devices even from 3rd party internet bankDefine and track your network’s KPIs: AUM, income and client number, model conformityFinancial planner tool with personal goals tracking
“We wanted to have an application where our advisors could have a smart and easy to use platform. Dorsum’s solution provides that and thereby supports my business growth with continuous IT development and innovation.”
PETER SCHUSZTER — CEO ∙ Generali Asset Management0000
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?