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

The importance of client portals for enhanced service and business growth

white paper

What does a successful portal implementation look like in 2022?

Owen James and Dorsum brought together COOs, CEOs, and leading consultancy management firms from the UK wealth management market to discuss how wealth managers and private banks can successfully implement a digital client portal. The objective was to go through the main benefits, discuss the challenges, and see a ‘real life’ example through Dorsum’s client portal project with Sarasin & Partners; how a portal can help grow business, and what the most important factors are with implementation. Our white paper highlights the most important learnings and experiences that the participants brought into the discussion.

Here are some of our key findings:

The three main purposes of these portals are the display of portfolio analytics (92%), document sharing (62%), and digital communication (54%).
The main challenges of client portal creation are the complexity of data scattered across numerous systems (54%), and the quality of data (54%).
In terms of the future of portals, 92% want to focus on improving client engagement, 38% want to drive self-service, and 31% aim to reach a younger/wider audience.

If you would like to learn more download our free white paper.

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