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SDR Regulation – Settlement Discipline in the EU

In our white paper last year, we explained the history of custodian banks, the differences between the Custody and Global Securities Services businesses, the evolution of securities markets, how they have been shaped by client requirements, local market and then international and EU regulations, and how IT and Fintech firms fit into this bloodstream. Read more »

EU Directives from a Capital Market Perspective

The European Union has set itself the goal of harmonising capital markets operating under the auspices of the Union and introducing uniform standards both in the area of securities settlement processes and in the area of corporate events. In our white paper, Dorsum’s experts provide an overview on how Clearing Houses and market participants providing […] Read more »

Dorsum became a member of Hungary’s Outstanding Exporter Partnership Programme

Being an open and export-oriented economy, Hungary has one of the highest export-to-GDP ratios in the world at 83.3 percent. Aiming to build on and further the successes of companies abroad, the Ministry of Foreign Affairs and Trade of Hungary established the Outstanding Exporter Partnership Programme to deepen the cooperation between these key exporting companies, and to establish an internationally recognised group of Hungarian- based multinational corporations. Read more »

SDR Regulation – Settlement Discipline in the EU

In our white paper last year, we explained the history of custodian banks, the differences between the Custody and Global Securities Services businesses, the evolution of securities markets, how they have been shaped by client requirements, local market and then international and EU regulations, and how IT and Fintech firms fit into this bloodstream. Read more »

Dorsum became a member of Hungary’s Outstanding Exporter Partnership Programme

Being an open and export-oriented economy, Hungary has one of the highest export-to-GDP ratios in the world at 83.3 percent. Aiming to build on and further the successes of companies abroad, the Ministry of Foreign Affairs and Trade of Hungary established the Outstanding Exporter Partnership Programme to deepen the cooperation between these key exporting companies, and to establish an internationally recognised group of Hungarian- based multinational corporations. Read more »

Dorsum has been named the “Best Wealth Management Software Solution Provider in Europe for 2021”

Dorsum, one of Europe’s leading investment software & solutions partner and provider, has been named the “Best Wealth Management Software Solution Provider in Europe for 2021” by Global Banking and Finance Review at their annual awards. Dorsum’s Wealth Suite is a fully featured, mid-to-front WealthTech solution. It comprises three products: the core Wealth Platform, a […] Read more »

Cryptocurrencies, ESG, digital UX – What are the hottest Wealthtech trends in Hungary

Dorsum, a Hungarian fintech company is on par with the European competition in technological and business knowhow, even in London. A local company can have huge advantages over the international competition, so getting to know local needs and regulations is a serious challenge. Portfolio has talked about the experiences of Dorsum regarding its foreign expansion, […] Read more »

DORSUM IS LAUNCHING A NEW SUBSIDIARY IN POLAND

  Dorsum, the leading investment software & solutions provider in Central Europe in announcing the launch of its new subsidiary in Poland. The company has been active in Poland for some years and has established customers in the private banking sector. “After years of growth, both with direct sales and through our important business partners, now […] Read more »

DORSUM WAS FEATURED IN ACCLAIM MAGAZINE

Dorsum was featured in the May edition of Acclaim magazine, curated by WealthBriefing. The publication focuses on the winners of the 2021 WealthBriefing Europe award. This year, our Securities Clearing product was selected to be among the best in the Transaction processing category. The solution serves the needs of the securities service departments of investment service providers […] Read more »

Dorsum’s Securities Suite’s clearing module is among the best at the WealthBriefing Europe 2021 awards

Dorsum has been selected as one of the best in the transaction processing category at the 9th Annual WealthBriefing European Awards. Now in its ninth year and building on the long-standing success of its independent judging process, finalists were announced for the WealthBriefing European Awards 2021. Having reported on the wealth management industry for over 15 years and is responsible for […] Read more »

Dorsum is attending EFPA Poland’s annual congress

On 1st October Dorsum will participate in EFPA Poland’s annual congress entitled “Masterclass for financial advisors 4.0”. Country Manager Maciej Swiderek will hold a presentation on why proper ESG products exposure can be beneficial for both clients and investment services providers. He will also take part in a panel discussion that will concentrate on Sustainable […] Read more »

Dorsum is attending the 2021 CFA Society Poland Annual Conference in Warsaw

Dorsum is attending the 2021 CFA Society Poland Annual Conference taking place on 24th September in Warsaw. For over a decade, this conference has been an extremely inspiring event for market experts and finance professionals. This time CFA prepared exceptional content with presentations and debates about European regulations, Capital Market Development Strategy, ESG and the […] Read more »

Dorsum is attending the Portfolio Self-reliance conference in Budapest

Dorsum is attending the Portfolio Self-reliance conference in Budapest on 22nd September. The conference will seek answers to questions like ’how will incumbents take the fight to pretenders’ and ‘what plans do private banking providers have up their sleeves’. At the conference, Bálint Fischer, our Chief Business Development officer will hold a presentation about ESG […] Read more »

Dorsum at the CFA Society Czech Republic Back to work event

Dorsum is attending the CFA Society Czech Republic „Back to work drink“ non-formal networking event taking place on 13th September in Prague. After a long time of closed restaurants, home offices and limited meeting opportunities, we are very happy to once again be able to meet with esteemed representatives of the Czech financial industry in […] Read more »

PORTFOLIO FINANCIAL & CORPORATE IT KONFERENCIA 2021

A Dorsum idén is részt vett a Portfolio által megrendezett Financial & Corporate IT konferencián, amely hibrid formában valósult meg június 3-án. Az eseményen többek között olyan témákkal foglalkoztak, mint a koronavírus-járvány nyoma a banki, nagyvállalati működésben és ügyfélszokásokban, valamint annak hosszútávú, mélyebb változásokat okozó hatásai a szektorokban. Hogy nézhet ki a bankolás az új világban? […] Read more »

EU Directives from a Capital Market Perspective

The European Union has set itself the goal of harmonising capital markets operating under the auspices of the Union and introducing uniform standards both in the area of securities settlement processes and in the area of corporate events. In our white paper, Dorsum’s experts provide an overview on how Clearing Houses and market participants providing […] Read more »

STARTER GUIDE TO ESG INVESTMENTS AND SFDR

ESG (Environmental, Social, Governance) investments (or sustainable investments, as they’re usually called) are becoming more and more popular, and so is their impact on the value of global investments. But many questions remain unanswered until the new SFDR regulation comes into force. In our e-book, Dorsum’s experts provide an overview on how you can best […] Read more »

NEOBANKS VS INCUMBENTS IN THE SHADOW OF COVID-19

  The neobank phenomenon had an effect on the entire sector, so the challenges investment service providers face cannot be understood by looking at them alone. In our White Paper, we take a closer look at how neobanks rose to prominence and then began to face increasingly serious problems that were brought into the spotlight […] Read more »

SURVIVAL GUIDE FOR CAPITAL MARKET PLAYERS

Download our new Survival guide for capital market players white paper! We examine the past, present and future of the securities market and investment service providers from the perspective of Fintech. HERE IS JUST A SMALL SAMPLE OF THE WHITE PAPER’S CONCLUSIONS: Capital market players who do not continuously invest in IT will face a devastating lag behind other ‘competitors’. It […] Read more »

REMOTE SERVICES IN WEALTH MANAGEMENT

Download our White Paper: Remote services in wealth management – 5 essential areas to focus on in an isolated, digital only world In our new paper we examined the necessity of having to offer traditional services remotely, focusing on five key elements of digitization in a remote service world. KEY TAKE-AWAYS OF OUR WHITE PAPER: Between 2008 and 2018, […] Read more »

BUILDING YOUR FUTURE WEALTH MANAGEMENT SOLUTION PART II

Key take-aways: ESG-focused ETFs will grow from $20 billion to more than $400 billion by 2028 90% of advisors cite ESG investment discussions are initiated by their clients 82% of retail investors are willing to hold sustainable investments longer than a standard one 34% growth in AUM related to ESG VS. 4,6% growth in the assets of all ETFs […] Read more »

Does ESG investing mean lower risk?

We have already examined ESG & SFDR topics from many angles. This autumn, our next ESG related blog posts will discuss the connection between risk and ESG investing. We have already examined ESG & SFDR topics from many angles. This autumn, our next ESG related blog posts will discuss the connection between risk and ESG investing. Read more »

SUSTAINABILITY IN WEALTH MANAGEMENT PART III. – SUCCESSFUL TRANSFORMATION THROUGH SFDR AND THE PROMOTION OF ESG PRODUCTS

Our Wealth Platform product supporting investment advice was launched around the same time when the challenging MiFID 2 legislation emerged. The complexity of the regulation no longer allowed our Clients to feel assured of full compliance without complex software solutions to support the work of their investment advisers. Read more »

STARTER GUIDE TO ESG INVESTMENTS AND SFDR

ESG (Environmental, Social, Governance) investments (or sustainable investments, as they’re usually called) are becoming more and more popular, and so is their impact on the value of global investments. But many questions remain unanswered until the new SFDR regulation comes into force. In our e-book, Dorsum’s experts provide an overview on how you can best […] Read more »

SDR Regulation – Settlement Discipline in the EU

In our white paper last year, we explained the history of custodian banks, the differences between the Custody and Global Securities Services businesses, the evolution of securities markets, how they have been shaped by client requirements, local market and then international and EU regulations, and how IT and Fintech firms fit into this bloodstream. Read more »

EU Directives from a Capital Market Perspective

The European Union has set itself the goal of harmonising capital markets operating under the auspices of the Union and introducing uniform standards both in the area of securities settlement processes and in the area of corporate events. In our white paper, Dorsum’s experts provide an overview on how Clearing Houses and market participants providing […] Read more »