markets_and_markets report mention

Dorsum is delighted to announce our inclusion in the Wealth Management Platform Market by Advisory Model (Human Advisory, Robo Advisory, and Hybrid), Business Function (Reporting, Portfolio, Accounting, and Trading Management), Deployment Model, End-User Industry, and Region – Global Forecast to 2022 report created by Markets and Markets. To be recognized in a global report is a great testament of our hard work. It confirms that our solutions are remarkable and can be mentioned on the same page with the biggest providers.

The report defines, describes, and forecasts the global wealth management platform market on the basis of advisory models, business functions, deployment models, end-user industries, and region. The report provides detailed information regarding the major factors (drivers, restraints, opportunities, and industry-specific challenges) influencing the growth of the market. It strategically profiles key players and comprehensively analyzes their core competencies. Dorsum was also mentioned among the few selected companies the report profiled.

Dorsum offers investment and wealth management related software covering all steps of the customer journey, beginning with the initial contact, (Botboarding solution) through customer acquisition (Client Acquisition Tool) and relationship development (Wealth Platform) until customer retention and upselling (My Wealth (Wealth Portal)). Dorsum develops its product portfolio keeping today’s digital requirements in mind. The company’s mention in the report is also a great testament of this approach. Dorsum was described as one of the frontrunners in the wealth management platform market, choosing wisely to capture only the domain of fintech in the market space. As the report says: “The company, with a well-established track record of providing superior quality products and services, has gained the trust of quite a few customers and won various awards for providing the best wealth management solutions. Dorsum has been formulating a mix of organic and inorganic strategies, which is good to gain an unparalleled advantage in the market against its competitors, such as Profile Software, Broadridge, Fiserv, and SS&C.” (Markets and Markets, 2018, 129.p.)

We are very happy that our skills and know-how have been acknowledged by a global research house, like Markets and Markets. The full report can be assessed here:

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Dorsum is proud to benefit from the European Commission’s Brexit Adjusment Reserve.
Learn more about our project aimed at aligning our Wealth Management Suite to the UK market. (Hungarian content)