WE DELIVER INVESTMENT SOFTWARE FOR FINANCIAL ORGANIZATIONS

Our versatile software provide solution for investment service providers, capital market participants and asset managers, as well as their banking clients, from front-end applications to back-end systems.

RETAIN YOUR CUSTOMER WITH A PERSONALIZED APP

My Wealth is a client facing solution which provides a platform that enables clients to make investment decisions easily anywhere, anytime with this simple and easy-to-use mobile and web platform.
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CUSTOMER MOBILE APP
Instant portfolio access and easy invest function for the customer by a mobile app
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DIGITAL ADVICE ENGINE
Ability to send automatic portfolio related notifications
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INSTANT CONTACT WITH THE CLIENT
Clients can talk with a chatbot or request their advisor to take-over the conversation
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GOAL TRACKING
Customer investment goal tracking and achievement system are available

Connect advisors with their clients with a secure, real-time customer engagement tool

The Communication HUB features real-time human chat, an integrated chatbot system with pre-prepared tutorials, an AI-driven notification system and GDPR compliant digital document transfer and approval. With the Communication HUB advisors can reach the mass affluent and private segment with digital banking products without losing the personal touch.
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Remote document handling
Documents can be sent and authenticated with biometric signature
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Integrated chatbot
Automated notification sending based on robo-advisory principals
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Live advisor-client chat
Fully featured chat messaging system for real-time engagement
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Time-saving features
Sending mass chat or mass notification to any number of clients or client types

GET A COMPLETE CUSTOMER VIEW IN ONE SYSTEM

Wealth Management Platform is a new generation 360 degree advisory, front-to-mid software solution providing essential functionalities with remarkable user experience. Our innovative platform is designed for financial institutions wishing to have an efficient wealth advisory network with enhanced customer engagement, while staying compliant with regulations.
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FINANCIAL PLANNER
Financial planner tool with personal goal tracking
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PORTFOLIO OVERLOOK
Model portfolio management and reports
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EVERYTHING IN ONE SYSTEM
Access to all required information in one system
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MIFID II COMPLIANCE
MiFID 2 compliant advisory workflow

Fully automate corporate event handling

It meets with the requirements of SRD II and captures and analyses corporate actions data from multiple sources. It reduces operational risk and enhances efficiency with its built-in audit and control functions. With the solution serving different SLA requirements of local and global custodians for scheduled and prudent processes is also possible. Tax Expert microservice helps to calculate proper entitlements.
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Automated CA processes
Full STP (straight-to-processes), end-to-end event workflows
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Holistic corporate action management
Handling of notifications, entitlement calculations with taxation and document management
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Automated settlement processes
Generation of transaction instructions with integrated taxation information
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Instruction and status management
Automated processes for recording clients' instructions and tracking of event statuses

Connect all digital communication channels and back-office areas in one system

The software is comprehensive, full STP corporate event handling solution. It meets with the requirements of SRD II and captures and analyses corporate actions data from multiple sources. It reduces operational risk and enhances efficiency with its built-in audit and control functions. With the solution serving different SLA requirements of local and global custodians for scheduled and prudent processes is also possible.
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Communication system and platform
One platform for communication and management of all types of clients
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Back-office functions in one place
Dashboard with flexible widgets to represent back-office functions
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Document and event management
Corporate event tracking and advanced document management
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Real-time order and position statuses
Real-time tracking of transactions and query of cash or securities positions

Simplify day-opening and closing back office tasks with automated reconciliation processes

The software is a perfect solution to establish high-level fully automated bulk reconciliation processes, and to simplify the daily operational duties of securities service providers. The solution’s automated processes support sending of scheduled Statement of holdings to different types and groups of Clients. Our software meets the requirement of CSDR and the SLAs with flexible parametrization of scheduled processes.
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Automated workflows
Scheduled flexible parametrized statement and reconciliation processes
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Displaying reconciliation result
Tracking of matched and unmatched positions, restarting manual reconciliation
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Running reconciliations
Matching of statement holdings with analytical portfolio
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Statement management of MT-MX reports
Receiving and sending statement of holdings and transactions via MT-MX Manager

ADDITIONAL PRODUCTS IN THE PORTFOLIO

PROFESSIONAL TRADING

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ClavisFront electronic trading platform quickly tells you where things are happening that you should pay attention to. Flexible screen layouts with real-time prices.
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ClavisExchangeTrader is a multi-market trading solution combining flexible user interface (UI) containing powerful features for real-time market data and electronic.

RETAIL BROKERAGE

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ClavisTrader application gets you and your clients into business straight away. With real time market data and news ClavisTrader is showing you relevant insights by.
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ClavisHome online brokerage solution unlocks the door to accurate and comprehensive overview of your clients’ portfolio. The large variety of web based.

OTHER PRODUCTS

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ClavisAsset is a software system optimized to asset and portfolio management of fund management companies and insurance companies. It provides front, risk…
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A software system for supporting the back office activities of security distribution for creditor institutes, investment intermediary. The system has a web based branch…
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The ClavisPension product supports the daily operation of pension funds with back office, asset management, limit monitoring and risk management functionalities.
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The ClavisBank product has treasury functions of full value and the related web-based branch security trading supporting system, it is appropriate for…
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ClavisFactoring integrated software system supports managing and operating activity of companies dealing with continuous pre-financing, purchase and management…
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The ClavisRealEstate system supports back office activity of real estate fund management companies and custody departments controlling real estate funds…

WHY CHOOSE DORSUM

OUR CORE COMPETENCIES

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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.
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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.
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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.
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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?

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