Demo request

Products & Services
Securities Suite

Securities Asset

Securities Bank

Securities Events

Wealth suite

Wealth Platform

Wealth Portal

Wealth Connect

Business Consulting

Digital transformation

Case studies

Securities Asset provides a front-to-back office solution for asset management firms and insurance companies and custodian banks to manage investment, pension, insurance funds and institutional or private portfolios. The solution is a single system offering different user access levels with flexible integration possibilities.

Securities Bank is a complete suite of investment management solutions for commercial banks, investment providers, asset management firms, insurance companies, pension funds and national treasuries. The solution services key domestic and international central securities and monetary clearing houses.

Securities Events is a fully automated corporate action handling system that enables significant efficiency increase and lowers operational risk with built-in audit controls. It meets with the requirements of SRD II, capturing and analysing corporate actions data from multiple sources, and eliminating customer complaints.

Wealth Platform offers a solution for all the needs of an advisory network. It’s a front-to-mid software which integrates every functionality in one system with high level of user experience. It provides controlling, analysing, monitoring and supports an efficient advisory network with strong customer engagement while staying regulatory compliant.

The Wealth Portal app is a unique solution as it merges traditional and digital advisory process into a hybrid model. It brings a holistic 360-degree portfolio overview to clients and helps them understand the composition and historical progress of their portfolio. It establishes a unique bridge between AI-driven and personal advice.

Wealth Connect features real-time human chat, an integrated chatbot with pre-prepared tutorials, an AI-driven notification system and GDPR compliant personalised content sending. By using Wealth Connect advisors can reach the mass affluent and private segments with digital banking products without losing the personal touch.

Wealth management providers face serious challenges requiring a reevaluation of their systems with the involvement of external experts. Our Business Consulting unit’s deep industry knowledge is based on daily work with 80+ different financial institutions, where they’re creating lasting value through digitalisation.

These case studies highlight some of the success stories that our business consulting unit has achieved with prominent industry players, such as GENERALI Asset Management, CIG Pannonia or MKB Bank. We’ve summarised the key points of each business challenge, along with our clients’ honest impressions.
Expert insights
Expert insights

Blog

Focus on ESG

EU regulations

White papers

Events

News

Our bi-weekly articles and publications examine the latest and most important trends and developments in the WealthTech and FinTech industry. Our goal is to provide a complete overview for finance professionals about the ins and outs of the industry so that in turn they can provide better service and future-proof products for their clients.

Environmental Social Governance is one of the key emerging topics that will shape the industry both in terms of investment philosophies and institutional regulations. Dorsum is one of the first vendors to offer integrated ESG solutions in wealth management software, recognising the emergence of the environmentally and socially conscious investor market.

SDR, SRD II, SFDR, GDPR, MiFID II… the list goes on. In 2021 it’s virtually impossible to follow every regulation that financial institutions must adhere to without automated systems to keep track of it all. Many of our experts’ insights deal with information about upcoming regulations and offer solutions to avoid the penalties that await those who can’t keep up.

Twice a year our experts share deeper thoughts on the most talked-about industry topics, providing their unique point of view on everything from remote digital engagement to capital market regulations to building your future wealth management solution. By registering for free, you’ll gain access to five years worth of accumulated knowledge.

Dorsum is an active participant at every key industry event in Europe from large trade shows such as FinovateEurope and Money 20/20 to smaller scale professional gatherings of financial decision makers. We can also be found at many online events, but we always prefer face-to-face conversations to ensure a solid foundation for long-term business partnerships.

Our company is frequently in the news for winning new awards, participating at key industry events, or simply for giving interviews and sharing our vision of the future of digital investment. Find out the latest about Dorsum right here.
About Us
About us

25 years in the industry

Management team

Our values

Company milestones

Success and growth is determined by how a company deals with its customers. It’s extremely important for financial institutions to pay attention to their customers’ experience: from initial contact, through the process of engagement into the long-term relationship. This focus has driven Dorsum since its foundation.

Our management team has a clear vision for the future of the company, making sure to keep everything and everyone on track to achieve Dorsum’s ever expanding goals.

We bring the world of investing closer to everyone. We deliver high-quality, service based, easy to integrate, modular investment software solutions, to augment our partners’ operational efficiency and to provide exceptional UX.

Dorsum has come a long way in the past 25 years. Check out the most important milestones that we’ve achieved together with our clients and share in our historic journey.
Career

Dorsum’s new Wealth Portal comes to Switzerland!

Speak to us in person at various live events or get in contact with our Swiss partnership managers.

Learn more of our Swiss activities!

Dorsum is trusted by

1000

hours saved DAILY THROUGH AUTOMATION

22%

OVERALL HIGHER NET PROMOTER SCORE

34%

SHORTENED COMPLETE CLIENT SERVICE TIME

Professional software funcionalities for commercial and private banks, financial institutions, asset & wealth management firms

Client facing solution

Innovative client mobile and web app to empower your investors

Portfolio analytics

Composition reporting, asset attributes and analytical tools

Financial planning

Life balance sheet, income statement, life goal settings

Hybrid advisory

Remote workflows and personal client meetings are both supported

Performance analysis

P/L, portfolio return calculation and composition information

Risk assessment

MiFID suitability check including target market check

Model portfolio management

Support for the integration of any model portfolios created by the client

Automated rebalancing

Automated preview of long-term investment strategies

Ex-ante & Ex-post cost reporting

Client reporting as well as legal reporting to the proper authorities

Advisor & client analytics

Extensive and detailed historical data on all activities

Regulatory compliance

All products are up to the latest regulatory measures (MiFID, SDR, SFDR, etc.)

Self-service advisory

Step-by-step, clear to read screens for easy understanding

Customised user journeys

Goal-based planning with pre-prepared model portfolios for easy comparisons

Digital signature

Digital authentication with biometric authentication

Client onboarding

Remote step by step onboarding process available

Real-time engagement

Two-way or direct communication and authenticated channels with complete log archives

Contract management

Digital document management with authentication

Order management

Multi-level price alert & position management

Self-service trading

Buy/sell instruments, customise product favourites

Trade processing

Management of exchange trades, sending instructions and confirmations

NAV calculation

Net asset valuation with highly flexible and parameterizable flows

Fees, commissions & charges

Creating and modifying different fee packages, rules pages and workflows

Corporate action management

Capturing and analysing corporate actions data from multiple sources and creating Events

Content sending

Personalised content sending to specific client segments

Tax calculation

Stand-alone module to automatically handle taxes and fees

Reconciliation

Conducting day opening and closing processes, management of statement of holdings

SWIFT management

Interface (SFTP, IPLA) with SWIFT systems and management of MT / MX messages by ISO standards

Report generation

Quick client report creation, automated scheduling, and legal reporting to the authorities

Cash & securities settlement

Booking of every type of securities instruction

Corporate client platform

Web-based platform with flexible widgets representing all back-end functions

Clearing / settlement

Management of trades, handling incoming and outgoing statuses and tracking instructions via the lifecycle of the settlement

Educational content

Step-by-step "easy invest" educational functionality

We found the best team in size, knowledge and engagement in Dorsum for fulfilling our needs and we chose them because we have seen their dedication and the quality of work they invested in the creation of their products.

MARKUS PLANK

Head of Premium & Private Banking Division Raiffeisen Bank International

With the current level of digitalization of the industry, it’s not enough to focus only on the client facing platforms, but it’s also important to give the bank’s relationship managers a highly advanced and ergonomic digital platform for their everyday work.

EMILIA JAKUBIAK

Director of Brokerage House, BNP Paribas Bank Polska

In line with OTP’s values, we sought to enable our RMs to focus on what is truly important – our clients and all their various needs. Partnering with Dorsum allowed us to provide the perfect system for our demands.

CORINA ELENA STOICA

Director, OTP Romania, Private Banking

With Dorsum’s WMP Client Portal (Wealth Portal web) solution, not only does the customer relationship become better, but the customer engagement shifts to a higher level. Our clients can really get involved personally in seeing how their wealth develops.

FÓNAI IMRE

Head of Digital Channels at K&H Group

We are always happy to have Dorsum involved in FinovateEurope. They’ve won Best of Show at three events. Their newest product Wealth Connect, which uses AI to connect advisors with their mass-affluent clients. If you haven’t looked at their technology yet, I thoroughly recommend that you check them out.

GREG PALMER

VP, Finovate; Director of Fintech Strategy, Informa Connect

The introduction of the My Wealth mobile and web app will result in a modernised digital service for our HNWI customers in Western Europe. We chose Dorsum because of their openness to develop a flexible, company branded version of their functionally strong basic product and their agile cooperative partnership.

CUSTOMER FEEDBACK

July, 2020.

Since the introduction of the My Wealth Client Portal system clients indicated that they really like using the software (even members of management are regular users). The system has been deployed on time, and it runs exceptionally.

CLIENT SURVEY RESULTS

December, 2019.

25 years of profound Wealthtech experience makes us stand out thanks to our...

Deep
understanding
of the industry

Innovation
driven
approach

Universal
integration
capability

Custom-fit
software
solutions

Simplicity
focused
mindset

10 countries

Dorsum has numerous clients in 10 countries all over Europe

80+ clients internationally

Dorsum’s software solutions affect the portfolios of more than 5 million investors daily

250+ employees

Our employees are situated in 5 different offices and locations internationally

12+ international awards

Dorsum is the only WealthTech company to have won Best of Show 3 times at FinovateEurope

Dorsum’s new Wealth Portal comes to Switzerland!

Dorsum is trusted by

Professional software funcionalities for commercial and private banks, financial institutions, asset & wealth management firms

25 years of profound Wealthtech experience​ makes us stand out thanks to our...

Our partners

25 years of profound Wealthtech experience makes us stand out thanks to our...