The Easy Invest function of Dorsum’s My Wealth (Wealth Portal) mobile app was demoed at the FinovateEurope event and was granted with Best of Show award. Dorsum is a second-time winner of the award, following its 2017 win with the Botboarding platform.
The My Wealth (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. Clients can chat with a self-learning chatbot, receive automatic portfolio related notifications, news and documents. Additionally, they can request to reach their financial advisor on several channels. Thanks to the app, it has never been easier for financial advisors to stay in contact with their clients any place, any time.
The Easy Invest feature combines alerts, educational elements and model portfolio-based rebalancing, into a brand-new customer journey. Throughout this journey customers can understand the risks they take and learn more about the best-suited investment strategy, without being overburdened with complex information. In this way My Wealth (Wealth Portal) brings the complicated world of investments closer to everyone.
The Dorsum Wealth Management ecosystem doesn’t just help investors and clients, the connected platform also provides unparalleled insights for financial advisors. It enables them to see all the relevant client data in one place, with additional data collected by chatbots that enable a more informed and personalized advice.
Digitization, innovation and customer education are all very important factors in Wealth Management – this is why we created our My Wealth (Wealth Portal) solution. We are honored to have had the opportunity to present it at Finovate. My Wealth (Wealth Portal) creates a tool for investment service providers to keep the pace with the speed of today’s digitalization. We are delighted that we were awarded with the Best of Show prize, which is a great feedback for us about our visions of the future of wealth management. We truly believe that we are on the right track for revolutionizing this market.”– said Mr. Imre Rokob, Director of Business Development at Dorsum.
During the show, Imre Rokob – Director of Business Development, Ágnes Bati – International Project Assistant, and Greg Csorba – Senior Innovation Expert gave a live demonstration of our solution.
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FinovateEurope is a demo-based conference for innovative startups and established companies in the fields of banking and financial technology. Held in London, the event offers an insight-packed glimpse into the future of money via a fast-paced, intimate, and unique format. The event is organized by The Finovate Group. For more information on the event or to view videos of previous demo, please visit finovate.com.
Dorsum is a multi-award winning, innovative investment software provider. Since its foundation in 1996, they have become a leading software company in the Central and Eastern European (CEE) region. Their proprietary investment software family offers versatile solutions to players in capital markets and wealth management space. They support our clients with unique cooperation throughout the entire lifecycle of the products, which also includes managing their expectations in terms of functionality, time, and budget.
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Dorsum Co. Ltd.
Telephone: +36 1 4873030
H-1012 Budapest, Logodi str. 5-7.