Onboarding in Dorsum’s Wealth Portal

Onboarding and KYC requirements in Wealth Management are so extensive and rigorous that digital tools simply cannot speed up or simplify the onboarding process as substantially as they are able to in retail banking implementations.

With Wealth Portal, we focused instead on increasing efficiency, convenience and flexibility both for clients and advisors.

Check out our 3 minute quick overview on the key features of our onboarding solution:

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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)