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Dorsum’s Wealth Portal is among the best at the inaugural Fintech Finance awards!
Dorsum’s Wealth Portal is among the best at the inaugural Fintech Finance awards!
EU Directives from a Capital Market Perspective
EU Directives from a Capital Market Perspective
Dorsum has been named the “Best Wealth Management Software Solution Provider in Europe for 2021”
Dorsum has been named the “Best Wealth Management Software Solution Provider in Europe for 2021”
SUSTAINABILITY IN WEALTH MANAGEMENT PART IV. – INTRODUCING THE ESG CLIENT QUESTIONNAIRE
SUSTAINABILITY IN WEALTH MANAGEMENT PART IV. – INTRODUCING THE ESG CLIENT QUESTIONNAIRE

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Dorsum announces partnership with F10

Dorsum announces partnership with F10

Dorsum is excited to announce its partnership with F10 Switzerland, the leading FinTech & InsurTech Innovation Ecosystem in the region. Dorsum is joining F10 as an Innovation Partner to tap into the thriving FinTech & InsurTech Innovation ecosystem in Switzerland, and beyond. Dorsum joins other world-class financial institutions, consulting and tech firms creating the future of […] Read more »
Dorsum is attending the Private Banking & Wealth Management London 2022

Dorsum is attending the Private Banking & Wealth Management London 2022

Dorsum is attending the Private Banking & Wealth Management London Conference & Awards on 15th June, which is offering a daytime conference covering all the leading developments in the industry and concluding with a glamorous drinks reception and black-tie award ceremony. The event will feature a selection of keynote presentations and debates, showcasing strategies to […] Read more »
Dorsum is organising its first event in the UK

Dorsum is organising its first event in the UK

On 26th May, Dorsum is organizing its first own event in the UK together with Owen James, who seeks to provide a platform for strategic engagement: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry. The themes of the joint event will […] Read more »
Intuitive ESG metrics as your new USP – on demand webinar

Intuitive ESG metrics as your new USP – on demand webinar

See actionable insights from Refinitiv’s data experts and Dorsum’s latest client project presented by Barnabás Ács (Refinitiv) and Dániel Varga (Dorsum). In just 30 minutes you will learn: From Refinitiv: ✔ Is an ESG score enough to assess a company’s sustainability performance? ✔ How to quickly assess portfolios and companies? ✔ What does digitalisation offer when it comes to ESG data? ✔ Is […] Read more »
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Dorsum announces partnership with F10

Dorsum announces partnership with F10

Dorsum is excited to announce its partnership with F10 Switzerland, the leading FinTech & InsurTech Innovation Ecosystem in the region. Dorsum is joining F10 as an Innovation Partner to tap into the thriving FinTech & InsurTech Innovation ecosystem in Switzerland, and beyond. Dorsum joins other world-class financial institutions, consulting and tech firms creating the future of […] Read more »
Dorsum is among the TOP 100 WealthTech companies in Europe

Dorsum is among the TOP 100 WealthTech companies in Europe

Dorsum has been selected to be among the TOP 100 WealthTech companies in 2022 by FinTech Global, a leading provider of FinTech information services, B2B media products and industry events. The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. These […] Read more »
Dorsum became member of Fintech Belgium

Dorsum became member of Fintech Belgium

We are happy to announce that we became members of the FinTech Belgium organisation which is a community for financial professionals who are interested in discovering and discussing disruptive business models and new technologies for the financial services industry. This milestone is our next step venturing into Western-Europe. Read more »
Digital transformation in the wealth management industry – Polish article by Maciej Swiderek

Digital transformation in the wealth management industry – Polish article by Maciej Swiderek

The wealth management industry has always relied heavily on direct relations between the adviser and the client, hence the development of digital tools was not always a priority for many companies. However, the pandemic – significantly limiting the possibility of face-to-face meetings – has made the need to provide customer-oriented remote services the focus of […] Read more »
Maciej Świderek, Country Manager Poland, was interviewed by Fintek.pl

Maciej Świderek, Country Manager Poland, was interviewed by Fintek.pl

What are the challenges and opportunities for the wealth management sector in Poland? What are the new needs of wealthy clients? Why it is worth cooperating with an experienced vendor when introducing digital solutions in the field of investments and asset management? Fintek.pl interviewed Maciej Świderek, our Polish Country Manager and covered these interesting topics. […] Read more »
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Dorsum is attending the Private Banking & Wealth Management London 2022

Dorsum is attending the Private Banking & Wealth Management London 2022

Dorsum is attending the Private Banking & Wealth Management London Conference & Awards on 15th June, which is offering a daytime conference covering all the leading developments in the industry and concluding with a glamorous drinks reception and black-tie award ceremony. The event will feature a selection of keynote presentations and debates, showcasing strategies to […] Read more »
Dorsum is organising its first event in the UK

Dorsum is organising its first event in the UK

On 26th May, Dorsum is organizing its first own event in the UK together with Owen James, who seeks to provide a platform for strategic engagement: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry. The themes of the joint event will […] Read more »
Intuitive ESG metrics as your new USP – on demand webinar

Intuitive ESG metrics as your new USP – on demand webinar

See actionable insights from Refinitiv’s data experts and Dorsum’s latest client project presented by Barnabás Ács (Refinitiv) and Dániel Varga (Dorsum). In just 30 minutes you will learn: From Refinitiv: ✔ Is an ESG score enough to assess a company’s sustainability performance? ✔ How to quickly assess portfolios and companies? ✔ What does digitalisation offer when it comes to ESG data? ✔ Is […] Read more »
Dorsum is attending the 23rd Banking & Insurance Forum Warsaw

Dorsum is attending the 23rd Banking & Insurance Forum Warsaw

Dorsum is attending the 23rd Banking & Insurance Forum in Warsaw between 21-22nd April in Warsaw. The congress brings together representatives of the banking sector and those who create the conditions for the sector as well as solution providers from companies cooperating with banks. The event is a unique and prestigious platform for exchanging views […] Read more »
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EU Directives from a Capital Market Perspective

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

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

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

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

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

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 »
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Intuitive ESG metrics as your new USP – on demand webinar

Intuitive ESG metrics as your new USP – on demand webinar

See actionable insights from Refinitiv’s data experts and Dorsum’s latest client project presented by Barnabás Ács (Refinitiv) and Dániel Varga (Dorsum). In just 30 minutes you will learn: From Refinitiv: ✔ Is an ESG score enough to assess a company’s sustainability performance? ✔ How to quickly assess portfolios and companies? ✔ What does digitalisation offer when it comes to ESG data? ✔ Is […] Read more »
Does ESG investing mean lower risk?

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

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

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 »
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SDR Regulation – Settlement Discipline in the EU

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

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 »
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