Wealth Management Platform

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 departments
  • portfolio & and wealth managers
  • affluent banking divisions
  • wealth management companies
  • …and their clients.

main features iconMain Features

  • Portfolio reports: Market value, cash-flow, analysis composition, exposure, yield, P/L
  • Model portfolio management and rebalancing of portfolios
  • Daily automatic portfolio evaluation (market value, P/L, yield)
  • Multi-asset class, multi-portfolio and multi-currency support
  • Overall dashboards (MIS, heat maps and advisor view)
  • Alert engine
  • Customer reporting & family views
  • Real-time or delayed market overview, charts
  • Responsive web technology with clear GUI

nagyito-ikon-130Key Benefits

  • Increased advisor productivity: access to all required information in one system with a few clicks
  • MiFID 2 compliant advisory workflow and meeting minutes
  • Advanced ad-hoc or scheduled client reports
  • Ensure continuous risk assessment for customers
  • Fast 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 bank
  • Define and track your network’s KPIs: AUM, income and client number, model conformity
  • Financial planner tool with personal goals tracking


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?