DORSUM
wealth portal
Unified Client Engagement Wealth Portal
A comprehensive digital doorway for web
and mobile built to put client interaction at the heart
of your wealth service. It seamlessly covers the entire
investor journey from digital onboarding to complex
portfolio look-throughs.
How It Empowers You and Your Business Impact
Transforming your client communication from manual
paper-based reporting into a highly engaging digital-first
experience while seamlessly aiding regulatory compliance.
A responsive engagement tool complementing your personalized in-person service
Flexible API-first platform adapted precisely to your business requirements
Total elimination of manual intervention and rigid paper outputs
KEY BENEFITS
Seamless Digital
Onboarding
and Built-In Suitability
The intuitive interface guides clients through the onboarding process from start to finish, offering a seamless way to come aboard. Your entire suitability review process, including fact finds and assessments, can be digitized via the platform. This simplifies everything for your team and helps you meet strict Consumer Duty requirements with ease..
Comprehensive Portfolio Look-Through and ESG Reporting
The platform provides a holistic view of your client’s investments across phones and tablets. Clients can delve into investment performance, check current values, and examine investments by sector. You can easily satisfy client needs by sharing your ESG data or using our APIs to integrate metrics from MSCI and Morningstar.
Effortless Document Management and Curated Insights
We replace manual paperwork with an organized depository for financial plans, reports, and statements, providing an easy-to-use platform for communicating back and forth. You can also keep investors engaged with house views and news which is particularly useful prior to annual meetings. Clients easily view your curated updates
and educational content arranged in
clear categories.
API-First
Customization
and Secure Analytics
related solutions
TESTIMONIALS
“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












