Dorsum launches its brand new mobile app My Wealth

dorsum-my-wealth-app-launched

Investors of premium and private banks can manage their portfolios on the go while staying in control with the Wealth Management mobile app provided by Dorsum

  • Personalized UX and a 360º overview of financial portfolio, to understand its composition and how it changed over the past
  • Advanced management of portfolios with Easy invest feature
  • Bridge between artificial intelligence and personal advise. The client is able to talk to a self-learning chatbot or send a request to a financial advisor to take over the conversation.
  • Mini educational investment games and achievement system

Amsterdam June, 4. 2018 – Dorsum, a multi-award winning, innovative investment software provider, today launches the My Wealth app at the Money2020 event in RAI Amsterdam. The mobile application displays easy to understand performance presentations, financial planning, targets and forecasts on for the investors. They can receive personalized notifications and news and they are able to easily invest new money in less than a minute. They can also easily organize a meeting and call or chat with a financial advisor.

 

Unique bridge between artificial intelligence and personal advice

The app checks the gap between the actual and the optimal portfolio, then provides a list of investments that brings a client closer to the model portfolio. If the client is satisfied with the recommended products, the transactions can be done with just a tap. The My Wealth app offers a unique bridge between artificial intelligence and personal advise. The client is able to talk with a self-learning chatbot, receive automatically portfolio related notifications, documents or can send a request to his financial advisor to take over the conversation. With this app it has never been easier for financial advisors to stay in contact with the investors any place, any time.

rokob imre dbd of dorsum“Changing investment habits and the non-financial players brought new standards to the industry in terms of advisory process and investment experience expectations. Present-day investors want to manage their portfolios on the go while staying in control in an efficient and intuitive way,” according to Imre Rokob, Director of Business Development at Dorsum. “I’m very proud that our continuous effort to revolutionize our B2B software offerings has resulted in a digital innovation offering a unique wealth management mobile application with the right balance between intelligent automation and a human approach.”  

Goal tracking and achievement system with gamification elements

Dorsum focuses on client engagement by offering a customisable achievement system that helps to track financial goals and motivates to use the app more frequently. The My Wealth app offers educational content and mini-games that help clients to get a better understanding of an investment’s risk profile. Furthermore it can also be used to improve client satisfaction by adding various incentives like discounts or unlocking new features and products.

  Download our press release from here.


About Dorsum

Dorsum is a multi-award winning, innovative investment software provider. Since our foundation in 1996, we became a leading software company in the CEE region. Our investment software family offers versatile solutions to players in capital and wealth management markets. We support our clients with unique cooperation in terms of functionality, time and budget. For more information, please visit www.dorsum.eu

For media enquiries, journalists should contact:

Dorsum Co. Ltd.
Email: info@www.dorsum.eu
Telephone: +36 1 4873030
H-1012 Budapest, Logodi str. 5-7.
www.dorsum.eu

WHY CHOOSE DORSUM

OUR CORE COMPETENCIES

chart
20 YEARS OF EXPERIENCE
The company was established in 1996 and since that it has grown from a few employees into an organization with a staff of 300 for delivering integrated investments IT solutions.
head with gear
EXPERIENCED PROJECT TEAM
We have an experienced project team, with team members working at Dorsum almost since the beginning, gaining a lot of experience in multinational and broad projects.
light bulb
CONTINUOUS PRODUCT INNOVATION
We are delivering solutions based on the trends we monitor and on the knowledge we gathered over the decades. We listen to our customers to create innovative solutions.
shaking hands
LONG TERM SUPPORT AND PARTNERSHIP
We support our clients by offering them unique cooperation throughout the lifecycle of the products, managing expectations in terms of functionality, time and budget.

WOULD YOU LIKE TO LEARN MORE?

Just simply write us a message and we will be in contact with you soon!

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close