Az NKFI Alapból megvalósuló program
Brexit Adjustment Reserve 2022

Dorsum is proud to benefit from the European Commission's Brexit Adjustment Reserve.
Learn more about our project aimed at aligning our Wealth Management Suite to the UK market.
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Client Portal

A completely new digital experience
for high-net-worth clients

Next-generation high-net-worth clients expect a seamless hybrid service. We developed our fully 
white-labeled portal to help you serve these clients perfectly in the digital space. With our solution, you can offer a modern and transparent experience across web and mobile to strike the perfect balance between physical and digital service channels. This approach strengthens client engagement while building the digital rails for more efficient and scalable operations.

What we offer you

When it is for you

    • You want to replace an outdated or missing client portal to offer highly competitive digital channels.

    • You need to reduce manual, high-touch servicing and brilliantly streamline everyday client interactions.

    • You want to attract the next generation
of investors by offering a modern
and user-friendly digital experience.

    • How we solve your problems

    • We digitize and streamline onboarding and suitability flows by replacing error-prone manual processes with highly compliant journeys. 


    • We centralize portfolio visibility and client communication within one secure and elegant digital environment. 


    • We enable scalable discretionary servicing by standardizing interactions while carefully preserving the personal 
advisor relationship.

    What outcomes we deliver

    • Stronger client retention and trust driven by continuous transparency and effortless access to portfolio information. 


    • Highly efficient client servicing that frees up valuable advisor capacity for more strategic interactions. 


    • Economically viable expansion into completely new client segments supported by a digital-first operating model.

    WHO IS IT FOR

    Wealth
    managers

    Private banks

    Investment
    banks

    Pension
    funds

    REFERENCES

    Wiener boerse_logo_bw
    Raiffeisen_logo_bw
    OTP_logo_bw
    Hold_logo_bw
    Gránit_logo_bw
    Equilor_logo_bw
    Tatra banka_logo_bw
    Sarasin_logo_bw
    Paribas_logo_bw
    MBH_logo_bw
    KBC_logo_bw
    Concorde_logo_bw
    Allianz_logo_bw

    “Our relationship with Dorsum has been excellent from the start. We had a clear vision of what we wanted to achieve, and Dorsum was there every step of the way. Their flexibility and ability to custom-build to our needs has allowed us to create something remarkable: a first-class digital channel that gives us a new way to communicate with our clients.”

    Hadley Simons Chief Operating Officer, Head of Client 

    DOWNLOAD THE STUDY

    OUR PRODUCTS

    Dorsum
    ClavisNXT

    The intelligent investment
    and neo-banking platform

    ClavisNXT is a comprehensive, next-generation securities back-office solution specifically designed to replace rigid legacy systems and modernize capital market operations. The platform serves as an invisible yet rock-solid digital utility covering the entire …

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    Dorsum
    Wealth Platform

    A comprehensive financial
    advisory solution

    Where intelligent portfolio management meets exceptional client experience. 
The Dorsum Wealth Platform is 
a comprehensive financial advisory solution designed for both advisory 
and discretionary use cases delivered through a powerful …

    Learn More

    Dorsum
    Wealth Portal

    The intelligent digital doorway
    for client engagement

    Dorsum Wealth Portal is a comprehensive client facing wealth solution for web and mobile platforms acting as a highly responsive digital doorway into everything you do for your investors. We firmly believe that great technology should enhance rather than …

    Learn More

    Every good business relationship starts with a single step!

    Martina Bagarić Maršić

    Head of Business Development CEE Region

    Martina doesn’t believe in transactional sales — she builds business ecosystems based on genuine partnership. With over 15 years in the industry, she consciously steps away from aggressive tactics, championing an “ethical sales” approach instead. For her, building transparency and trust is the absolute core of any business relationship. A secret introvert, she relies on a quiet hour of morning routine to recharge her inner peace, ensuring she can give her absolute best to her clients all day.

    Her superpower? 
    Reading the room. She instantly decodes true needs, so clients feel like partners, not just transactions.

    What won’t she do? 
    Parachute jump. She will gladly help redesign your business strategy or share practical life advice, but she will never jump out of a perfectly good airplane.

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    Kadra Aden

    Head of UK Product

    Kadra started her career writing code, which means she doesn’t just manage products, she understands their DNA. As Head of UK Product, she uses this technical fluency to translate complex business needs into reality. She digs past the initial “wish list” to find the actual root problem, ensuring Dorsum builds solutions that work in the real world, not just on a whiteboard.

    Her superpower? 
    The Strategic “No.” She isn’t afraid to kill a weak feature to save the product vision.

    What won’t she do? 
    Sit still or sing. She works from a treadmill desk to keep moving, but hand her a karaoke mic, and she’ll clear the room instantly.

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    Hannah Buckle

    Head of UK Sales

    Hannah proves that high-stakes tech sales doesn’t have to be a rigid, jargon-filled grind. She brings a genuinely fun, open, and relaxed energy to the room, believing that the best partnerships start with a simple, honest chat. And while she keeps things light, she is fiercely persistent when it comes to solving business problems. Whether she is untangling a messy digital ecosystem or helping a team scale, her secret weapon is that she simply never gives up. She operates with radical honesty, zero fluff, and a commitment to keeping the process as enjoyable as it is successful.

    Her superpower? 
    Relentless persistence. She never gives up on a problem, bringing a fun, conversational vibe to even the toughest business challenges.

    What won’t she do? 
    Use clinical buzzwords. She solves complex tech puzzles daily, but happily leaves words like “diagnostic” to the Apple Store.

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    Szilvia Kovácsné Szántai

    HR director

    Szilvia has been the heart of Dorsum’s community since 2006. While her title says HR Director, she acts more like a human bridge between business logic and employee well-being. She always looks past the bullet points on a CV to find genuine curiosity and loyalty, knowing that true team spirit cannot be automated. She is the kind of leader who will boldly trade a flashy corporate party to secure comprehensive health insurance for everyone. After a week of navigating complex group dynamics, she unplugs completely, relying on time with family and friends 
as her ultimate reset button.

    Her superpower? 
    Reading the room. She instantly tunes into group dynamics, sensing hidden tensions in a meeting long before anyone says a word.

    What won’t she do? 
    Talk strategy before coffee. She never sacrifices humanity for results and refuses deep discussions before her own system boots up.

    Péter Sallai

    Chief Technology Officer

    Péter is the kind of CTO who doesn’t just set direction—he understands and enjoys technology all the way down to its deepest layers. He believes great architecture isn’t built for fashion, but for endurance: systems should stay strong under real load and evolve as needs change. At Dorsum, he designs and leads teams building long-lasting platforms that can modernize without big-bang rewrites—stable foundations, modular components, and the mindset of being able to “swap the engine mid-flight.”
    He makes strategic choices with engineering pragmatism: spotting what will remain useful versus what’s just noise, and translating complex technical topics into clear language for developers and clients alike. And he stays hands-on—when something matters, he dives in and builds.

    His superpower? 
    Tech Intuition + Deep Dive. He sees the big picture, but can go all the way into the details when the root cause—or the right decision—lives there.

    What won’t he do? 
    Predict the lottery. He will happily predict future tech trends, but please don’t ask him about the winning numbers.

    Miklós Muszkuly

    Chief Project Officer

    Miklós began his journey at Dorsum as a trainee in 2008. After expanding his expertise at the Big Four and major banks, he returned to lead our most complex projects with the calm focus of a seasoned athlete. He knows that software is just the final output; true delivery is about providing the stability that makes clients feel completely secure. Operating on the strict philosophy that there is a massive difference between a project being “done” and functioning “well,” he never settles for the former. When project chaos hits, his grounded approach, fueled by family time and sports, ensures our partners always know they will “never walk alone.”

    His superpower? 
    Elite situation awareness. He instantly decodes complex dynamics, pinpointing the hidden risks and success factors of any project.

    What won’t he do? 
    Settle for “just working.” He strictly separates functioning from functioning well, and flat-out refuses to compromise.

    Magdolna Pánczél

    Country Manager

    Managing two international subsidiaries requires a rare blend of adaptability and order. While Magdi naturally approaches the corporate world with the logical rigor of a Six Sigma expert, she understands that the people behind the projects are beautifully varied. She operates as a dedicated coach for her teams, patiently explaining the “why” and “how” behind a strategy rather than simply delegating tasks. After a week of successfully organizing complex international operations, she unplugs by embracing the organized chaos of family life and spontaneous weekend travels.

    Her superpower? 
    Contextual empathy. She instantly tunes into the unique mindset of any new client or culture, finding the exact common ground to build trust.

    What won’t she do? 
    Stay home on a weekend. After a highly disciplined workweek, she absolutely refuses to sit still on a Saturday.

    Gábor Jandácsik

    CFO & COO

    With a three-decade career spanning both risk management and sales, Gábor brings a rare dual perspective to financial leadership. He approaches his role as CFO and COO much like a classic football defender: he knows the backline offers the best strategic view of the field, but he also understands that without scoring goals, the business cannot win. For him, financial modeling isn’t a tool to hold the team back, but a transparent safety net that empowers the organization to confidently chase growth. After a fast-paced day of balancing risk and reward, he relies on quiet “processing time” to mentally organize his thoughts, keeping his mind clear for genuine human connection.

    His superpower? 
    Stepping into your shoes. He instantly understands the real motivations of clients and colleagues without judgment.

    What won’t he do? 
    Walk away wearing them. He avoids unsolicited “if I were you” advice, giving you the context but leaving you the freedom to pick your own pa

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    Bálint Fischer

    Chief Business Development Officer 

    Bálint blends banking pragmatism with a builder’s curiosity. Having spent long years sitting in the client’s chair at major financial institutions, he intuitively understands the anxieties of digital transformation before they are even spoken. He is a “visionary doer” who combines a mathematician’s logic with a deep passion for connecting people, ensuring that technology serves human goals, not the other way around. Since joining Dorsum, he has been the driving force behind our international expansion and innovation. 

    His superpower? 
    Finding the courage to challenge “limits” that exist only in our heads. 

    What won’t he do? 
    Accept “because we’ve always done it this way”
    as a valid answer. He is far too curious for that. 

    Róbert Kő

    Chairman of the Board

    Robert brings the “emotional part” to the boardroom, focusing entirely on the people and trusting the experts with the professional execution. He believes that genuine trust is what carries a project to success, not just the contract. He is the one who finds cooperation even in a defeat, always looking for the positive outcome where others might see a loss.

    His superpower? 
    Creating balance in any conversation. He instinctively helps partners find their place in a meeting, ensuring the discussion is authentic and leads to a real connection.

    What won’t he do? 
    Ask “is there another way?”. He simply creates one, even if he must build the bridge himself.

    Mariann Mészáros

    Chief Executive Officer

    Mariann brings over 25 years of enterprise discipline to Dorsum, yet she leads with a refreshing reliance on “common sense” over rigid corporate playbooks. She understands that strategy is nothing without the people who execute it, so she focuses on aligning organizational capability with business targets. For her, profitability is key, but she isn’t afraid to override the financial targets if the long-term market position demands it. She views leadership not as a solo performance, but as a shared responsibility. She strictly adheres to the motto that “no one should be a leader without empathy,”.

    Her superpower? 
    Balancing Strategy, Culture, and Numbers, instinctively knowing which one needs a push.

    What won’t she do? 
    Play the lonely hero. Lone wolves look cool in movies, but in business, they just get tired.