Dorsum ESG Direct – On-demand webinar

Watch our Dorsum ESG Direct webinar to see how our company helps financial advisers fit ESG investing steps into the their advisory workflow from data gathering to automated sustainable investment recommendations to regulatory compliance.

In 30 minutes you will learn about

  • ESG client profiling with customizable questionnaire
  • Regulatory product classification for investment products
  • Client satisfaction through investment recommendations

Fill the form on the right to access the webinar.

Register here to view the webinar.

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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)