WE DELIVER SUCCESS

Ready-to-use client portal modules for custom solutions

Our proven four-step implementation
process ensures 100% successful
deployment

STEP 1.
WE GAIN UNDERSTANDING

We start the project with a 4-6 week feasibility study to make sure we understand the client need and ensure that we can deliver on those needs on time, in line with unique requirements.

STEP 2.
WE USE OUR BUILDING BLOCKS

With 25+ years in WealthTech we draw on the experience of our experts and our pre-configured modules to build the foundations of a new project.

STEP 3.
WE MAKE EVERYTHING FIT

We combine the pre-configured modules and develop the additional elements unique to the project which are needed to fulfill the agreed-upon project requirements.

STEP 4.
WE DELIVER
SUCCESS

80+ clients in 10 countries and hundreds of projects have proven our track record of delivering successfully, thanks to these 4 steps in our methodology for success.

Trusted

by the best across Europe

Gábor Kónya, Product Manager - Wealth Portal; Dorsum

"For Sarasin & Partners the main goal was to provide a cutting-edge Client Portal for their affluent clientele, enabling the wealth manager to become a market leader in digital services offered to their clients."

Éva Adravetz-Kadocsa, Head of International Sales; Dorsum

"The Sarasin Client Portal project is a gift that keeps on giving. Not only were we able to satisfy the client's needs and deliver on their requirements, we were also able to take the Portal and show it off as an example of digital transformation, garnering numerous award nominations in the process."

Magdolna Pánczél, Country Manager; Dorsum

Citibank Europe plc, Bulgaria Branch – takes full advantage of the custody features of our Securities Bank product such as account definitions, custody client position keeping, pre-matching workflow, SWIFT messaging and settlement instructions/confirmations processing, post-trade reconciliations and local CSD integration.

Emilia Jakubiak, Director of Brokerage House, BNP Paribas Bank Polska

“With the current level of digitalization of the industry it’s not enough to focus on the client facing platforms, but it’s also important to give the bank’s RMs a highly advanced and ergonomic digital platform for their everyday work.”

Gábor Szabó, Project Portfolio Manager; Dorsum

“For BNP Paribas Bank Polska the main goal was to provide a platform that covers the full advisory process of the Private and Premium client segment as well. In addition the system provides a full 360 degree advisory view of client wealth for investments and non-investment too.”

Bálint Kummer, Clavis Product Management Team Lead; Dorsum

"We are currently working in conjunction with ERSTE Bank in building up a blue-ribbon Custody Service for their international network. Dorsum is providing its exhaustive market experience and state of the art technology to place ERSTE Bank at the Head of the Market."

Anita Kövesdi, Business Architect; Dorsum

"Our modular solution specialised in securities market services fits into the exiting back office system of the Bank and provides a comprehensive solution for the automated, STP management of securities settlement, corporate event management and reconciliation tasks, taking into account the requirements of EU directives."

Markus Plank, Head of Premium & Private Banking; Raiffeisen Bank Intl.

“We found the best team in size, knowledge and engagement in Dorsum for fulfilling our needs and we chose them because we have seen their dedication and quality of work they invested in the creation of their products.”

Norbert Faluközi, Team Lead, Wealth Management Products Dept.; Dorsum

"Delivering the Wealth Platform to multiple Raiffeisen subsidiaries is a continuous challenge as we have to adapt to local specifics. Our software is able to accommodate such differences through parameterization."

Edina Bornemissza, Project Manager, Dorsum

For Wiener Boerse, the main goal with the “CEE Trader” solution was to provide a cutting-edge trading terminal for its stock-exchange members. In cooperation with Infront we delivered the combination of an internationally proven trader user interface with locally integrated and customized, FIX capable trader server components.

László Sziráki, Head of Multi-channel & CRM; CIB Bank

Dorsum’s capital market digitalisation knowledge helped us validate our concept. The project’s insights enabled us to create the decision-making material necessary to kickstart a large-scale system roll-out project with major business impact.

György Somogyi, Head of Business Excellence Competence Centre; Dorsum

"We created a detailed digital solution concept from scratch, which helps CIB Bank achieve its business goals by taking advantage of an untapped market opportunity in the financial sector."

Imre Fónai, Head of Digital Channels; K&H Group

Wealth Portal product / “With Dorsum’s Client Portal 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.”

Mátyás Sinkai, Business Operation Manager; Dorsum

Business Consulting project / "Relying on the knowledge of our investment services back-office experts, we created a highly automated to-be cross-border transaction process that allows K&H Bank to fully exploit the potential of the SWIFT system."

Rating and reviews from our latest implemented project

14/01/2022

The new portal is a giant leap forward over the legacy one. It's great to have a dedicated mobile app. Good work.

24/01/2022

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.

Total AUM in Dorsum’s systems

£250 billion+

Clients

80+

End-users

5,000,000+

Your benefit

We're giving wealth managers across Europe the competitive edge they need to stay one step ahead with their digital client services.

QUICK OVERVIEW

Our client portal is THE one-stop-shop for all digital wealth management needs of a modern, HNW investor. Our solution is available on-premise or in the cloud with integrated and non-integrated versions.

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learn more

INCREASED ROI

More information in the hand of your clients mean less valuable advisory time spent on answering repetitive enquiries. Paperless automated processes contribute to eliminating frivolous admin tasks.

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learn more

COMMUNITY

Building a community from your clients ensures long-term loyalty and attachment. We have 2-way communication features as well as a newsfeed option to provide a sense of belonging to your clients.

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learn more

ESG METRICS

Easy-to-understand and easy-to-use screens with detailed educational content promotes discussion on impact investing and sustainability between relationship managers and clients.

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learn more

Modular architecture

Our client portal is built with pick-and-choose modules to cater to specific needs and provide the features that You need specifically.

Onboarding

Onboard your prospects within the Portal with minimal effort on your part

End-to-end digital onboarding
Pre-client portal with an easy-to-use interface that guides users through the entire process
Self-service and advisor-assisted workflows
Document sharing and communication capabilities keep you in touch with clients
Content sharing capabilities offer a glimpse into the complete portal experience
Vendor-agnostic third-party integrations for ID&V, Bank account verification and E-signature – pre-integrated solutions from market leading providers or your partners of choice

Digital advisory

Authentication

Complete authentication engine that is penetration tested by Ernst & Young and Intertek NTA
Possibility to integrate with your own authentication solution
Biometric authentication capabilites in the mobile version

Dashboard

Shop window into the portal’s functionality
Display crucial information neatly using compact widgets
Access to the most important functionalities directly from the Dashboard
Customisation options for end-users

Portfolio overview

A complete 360° view of your clients’ investments in the palm of their hands.

Composition

Detailed breakdown of all portfolios & assets
Show composition along any dimension you have data for (sector, region, currency, theme etc.)
Look-through capability
Compare current portfolio to strategic target allocation
Detailed security page with historic price charts

Performance

Performance reports with user-defined timeframes
Compare performance to benchmark or long-term target return
Visual display of portfolio performance including comparisons to multiple peer groups / indices

ESG reporting

Modern investors demand transparency with respect to the impact of their investments. Provide that transparency with ESG reporting capabilities.

Use your own ESG data or take advantage of trusted 3rd party data providers through Dorsum
Deliver a clean and simple presentation of basic ESG metrics
Visualise ESG allocation of client portfolios with drill-down possibilities
Add in-depth ESG analysis to any product page
Share tutorial videos and other educational content
Provide transparency by displaying voting information and history

Self-service trading

Provide your clients access to stocks, bonds, funds and more.

Comprehensive trading capabilities
Display market information such as price charts and order books
Quick actions for the most frequently used features: buy/sell instruments, set up price alerts or mark products as favourites
Define Top Picks to be highlighted on the top of the trading page (Equities, Funds & ETFs)
Provide live market prices through real-time data feeds from exchanges
Manage subscriptions to real-time market data within the application

Risk & Compliance

Appropriateness and risk assessment

Show investment profiles and administer appropriateness tests and MiFID questionnaires
Renew tests without making any changes to the previous results
Automatically remind users about tests that are close to expiration
Display a detailed overview of the user’s portfolio risk level
Connect any MiFID or appropriateness master system

Suitability reviews

Administer initial and ongoing suitability reviews through Wealth Portal
Meet and evidence multiple Consumer Duty (UK) requirements
From completely self-service to advisor-assisted, adapt the flow to your clients’ needs

Communication

User side

Available 24/7
Secure messaging between advisors and clients
Push notifications with historical overview

Admin side

2-way real-time client engagement, respond when convenient
Send personalised content
Group notification capabilities
Automated elements

Integrated document management

Advisors can upload documents for their clients
Categorised and always available
Search and filter options

Integration and architecture

We are the kings and queens of integrations having integrated to
hundreds and hundreds of core banking and other systems over 25+ years

Nr.of system integrations

200 +

Published APIs

5,000 +

API calls per day

20,000,000 +

High-level architecture

Ready to start?

Request a demo for a competitive edge in your digital client services!
Learn how your clients can…

• Check investments in one place

• Visualise asset distribution

• Compare asset allocations

• Customise reporting

• Send and receive messages

• and much more!

Request a demo

25 years of experience in investment software

Mariann Mészáros

Chief Executive Officer

Mariann joined Dorsum from the 1^st of November as the company’s new CEO, taking over the group’s operational duties. Mariann comes from the Deutsche Telekom group where has gained more than 25 years of economic, financial, business and HR management experience. She believes in team leadership through collaboration, and states that “no one should be a leader without empathy”. Her multinational background in management, her professional expertise and her organisational development experience will be of immense added value for Dorsum. In her spare time, she goes horseback riding, she practices Bikram yoga and painting, and spends quality time with friends and loved ones. She is most proud of her family, especially her undergraduate son.

Róbert Kő

Chairman of the Board

Róbert is the co-founder and driving force of Dorsum. Róbert has been the CEO since 2001 and he is actively involved in determining the company’s new product and market strategy both in Hungary and abroad. As a leader, he’s not afraid to take the company in bold new directions that inspire results and contribute to making Dorsum an international leader in the market. When not working, Róbert is happy to spend time with his wife and son and doing sports regularly to maintain a healthy body and mind.

Success and growth is determined by how a company deals with its customers. It’s extremely important for financial institutions to pay attention to their customers’ experience: from initial contact, through the process of engagement into the long-term relationship. We provide superb quality of service, at each stage of the customer journey.

Lackó Gábor

Chief Financial and Operational Officer

Gábor is a financial professional who has gained experience in the past 15 years in different financial roles both in Hungary and in Scandinavia. He has joined Dorsum as Chief Financial and Operation Officer and is responsible for ensuring smooth financial and operational processes. He spends his free time mainly with his family and three children (a daughter and two sons) but he also likes attending sporting events and concerts.

The Wealth Management industry is going through a major shift, due to a world-wide generation change, the emergence of new technologies and the changes in business models (such as cloud based services). Investing for the Y and Z generations will be just as simple and instant as booking a trip online or listening to music.

Szilvia Kovácsné Szántai

HR director

Szilvia has been a pillar of the Dorsum HR team since 2006, taking on a prominent role in the creation and smooth implementation of the company’s current HR workflows. Szilvia became the head of the HR team in 2018 and she was promoted to the position of HR director in recognition of her work in 2020. Szilvia spends her free time with her family (her son, her husband, and two dogs), hiking, traveling, and going to the theatre.

We bring the world of investing closer to everyone. We’re a stable fiduciary partner for financial institutions in the ever-changing investment industry. We deliver high-quality, service based, easy to integrate, modular investment software solutions, to augment our partners’ operational efficiency and to provide exceptional UX.

Bálint Fischer

Chief Business Development Officer

In 2018 Bálint joined Dorsum as Head of Banking Innovation, responsible for developing new banking and asset management software solutions and digitalisation related research. In January 2019, Bálint became responsible for all wealth management-related innovation and international pre-sales activities of Dorsum as Head of Innovation. From November of 2020 these responsibilities were expanded with leading the Sales, Product design & UX and Marketing departments as well.

Peter Sallai

Chief Technology Officer

Péter was appointed as Chief Technology Officer in January 2019. He is responsible for all of the technical and IT-related processes of the company both regarding the new product development and existing support-related development projects. He spends his free time with his family and four daughters but also likes long-distance cycling around lake Balaton.

The exceptional professional renown of the company is further confirmed by prestigious awards, such as the Wealthbriefing and the Banking Technology award. Dorsum is the only company in the WealthTech segment to have won the “Best of Show” award for its solutions three times in a row at Finovate Europe.

Miklós Miszkuly

Chief Project Officer

Miklós started his career as a trainee in 2008, after that he was promoted to Project Manager in 2015. He managed the 2 largest projects of the company since then. Currently Miklós is responsible for the company’s project portfolio and project methodology as the company’s CPO. He is married, has two kids (a son and a daughter) and spends his free time with them. He also likes fishing and playing basketball.

Magdolna Pánczél

Country Manager

Magdi works in Dorsum since the Romanian subsidiary establishment in 2006. She leads the Romanian subsidiary since 2012, and some years later, in 2017 she took over the responsibility for the Bulgarian subsidiary too.

We are proud that the Dorsum Team took the initiative to organize community events in a bottom-up way with management backing. We now have an established core team with many-many additional volunteers taking part in various charity work from cleaning up garbage around historical landmarks to preparing food for the homeless and needy.

Latest insights from Dorsum

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18 Nov 2024

Addressing the Future of Financial Advisory: Insights from the Owen James Event (A Meeting of Minds – Advisory Distributors, June 2024)

Our colleagues facilitated a roundtable discussion at the Meeting of Minds Advisory Distributors Owen James event, that focused on the evolving landscape of the UK independent financial advisory (IFA) profession. The session highlighted two critical topics: 1) the aging advisor workforce and 2) current client-side wealth-transfer trends. We offered innovative solutions to these pressing challenges, […] Read more »

Insights
Events
UK
3 min. read

Book a demo

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)

Ready-to-use client portal modules for custom solutions

STEP 1. WE GAIN UNDERSTANDING

STEP 2. WE USE OUR BUILDING BLOCKS

STEP 3. WE MAKE EVERYTHING FIT

STEP 4. WE DELIVER SUCCESS

Trusted

Rating and reviews from our latest implemented project

Your benefit

Modular architecture

Integration and architecture

High-level architecture

Ready to start?

Request a demo

25 years of experience in investment software

Addressing the Future of Financial Advisory: Insights from the Owen James Event (A Meeting of Minds – Advisory Distributors, June 2024)

STEP 1.
WE GAIN UNDERSTANDING

STEP 2.
WE USE OUR BUILDING BLOCKS

STEP 3.
WE MAKE EVERYTHING FIT

STEP 4.
WE DELIVER
SUCCESS