Dorsum Wealth Portal

DIGITAL TRANSFORMATION IN WEALTH MANAGEMENT

client portal mockup

Wealth Portal for the HNWI clientele

Giving wealth managers a competitive edge in their digital client services.

Ratings and reviews from our latest implemented project

01/14/2022
The new portal is a giant leap forward over the legacy one. It's great to have a dedicated mobile app. Good work.
01/24/2022
We’ve just been playing around with the new portal, and we love it!
02/03/2022
...suffice to say I'm very impressed with the portal from usability, stability, experience, ease of setup, and informational point of view.

Can your clients...

...check everything about their investments in one place?
...visualise asset distribution by asset type, sector, region, currency, theme etc.?
...compare their current asset allocation vs. their strategic asset allocation?
...customise their own performance reporting by selecting from multiple parameters?
...export detailed reports to PDF and Excel based on the parameters they have selected?
...send and receive messages to/from staff members at any time?
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client portal

If not, don’t fall behind!

Start your digital investment transformation journey with Dorsum today!

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Request a Demo

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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)

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