Corporate Portal is offered to securities service providers to serve all types of clients, by offering a new web-based platform with flexible widgets representing all back-end functions. The Portal creates one communication platform for all clients to reduce operational risks, support full paperless office and increase efficiency.​

A UNIQUE SOFTWARE SOLUTION ON THE MARKET FOR

Global and local custodians
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It reduces operation risk, increase efficiency and eliminate e-mail sending.
Central Securities Depositories
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It enables capturing announcements of corporate events and forwarding them to investment service providers.
Investment service providers
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It serves retail and institutional clients by informing them of corporate events in an SRD II compliant way.
Asset management companies
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It enables to manage daily back-office tasks (settlement, corporate actions, NAV matching).

MAIN ADVANTAGES

  • Two-factor authentication and language selection
  • Dashboard with flexible widgets to represent BO functions
  • Executing bulk securities transactions (from csv files) with pre-checking function
  • Recording manual transactions using templates with four eyes principle
  • Tracking of real-time order and transaction statuses
  • Connection with back office system of investment service providers
  • Listing corporate events with instruction management
  • Advanced document management by client and service provider
  • Tracking of securities and cash position from BO system
  • Document storage and event calendar
  • Tracking of uploaded NAV (Net Asset Valuation) reports, limit reports, matching files
  • E-mail notification settings (NAV report, Document deadline, CA response deadline)
  • Sub-portfolio filtering and dedication to Users

We have some exciting screens for you

HOW TO INTEGRATE?
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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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