DORSUM
wealth platform
Unified Front-to-Mid Advisory Platform
A comprehensive front-to-mid software that integrates every functionality into a single seamless system with a high level of user experience. It perfectly combines a modular architecture with powerful digital engagement tools designed for both advisory and discretionary use cases.
How It Empowers You and Your Business Impact
Increasing your advisory network productivity and drastically cutting down on administration while speeding up client meetings through intelligent step-by-step remote workflows.
One-stop shop for
all digital services
a modern HNW investor
could demand
Highly secure client
messaging, real-time
notifications, and
encrypted document
sharing
Effortless
regulatory governance
driven by full, built-in
MiFID compliance
KEY BENEFITS
Holistic 360-
Degree Portfolio
Visibility
The platform acts as a central hub providing complete 360-degree investment and non-investment portfolio visibility. By offering detailed performance analytics and full composition reporting it, guarantees absolute transparency and highly informed decision-making for both advisors and clients.
Intelligent Financial
Planning and Hybrid
Advisory
Elevate the investor journey with customized goal-based planning and comprehensive life balance sheets. The system perfectly supports both personal client meetings and remote workflows, making hybrid advisory seamless while easily integrating automated rebalancing and client-created model portfolios.
Effortless Risk
Assessment and
Regulatory Compliance
Navigate the complex financial regulatory landscape with absolute confidence as the platform ensures compliance with the latest measures including MiFID II SDR and SFDR.
It entirely eliminates administrative burdens through built-in suitability checks, target market assessments, and automated reporting.
Powerful Client
Engagement and
Seamless Administration
Replace rigid paperwork with a dynamic digital workspace featuring secure two-way communication, digital contract management, and personalized content delivery. Automated report generation and flexible fee management ensure your advisors spend less time on administration and more time focusing on human connection.
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Testimonials
“ With Dorsum’s WMP Client Portal (Wealth Portal web) solution, not only does the customer relationship become better, but the customer engagement shifts to a higher level. Our clients can really get involved personally in seeing how their wealth develops. “
Fónai Imre, Head of Digital Channels at K&H Group












