My Wealth is a brand new, Wealth Management mobile app which serves the needs of the “new type” of customers. My Wealth is a unique app because it grants a hybrid advisory model and provides the best possible UX to the clients. It has integrated wealth management and trading functions and it has a simple, easy to understand, client-oriented wealth reporting system.

A UNIQUE SOFTWARE SOLUTION ON THE MARKET FOR

PRIVATE BANKS
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The usage of an app will result better customer retention rates.
INVESTMENTS SERVICE PROVIDER
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It allows to reach and serve the mass affluent segment easily.
WEALTH MANAGEMENT FIRMS
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Easy invest function will be available for the clients.
MASS AFFLUENT FINANCIAL ADVISOR
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It enables to be in contact with a huge amount of people simultaneously.

MAIN ADVANTAGES

  • Multichannel communication with advisor and integrated chatbot solution
  • Integrated document management solution
  • Business driven notification system and personalized market news
  • Scenario analysis and wealth forecast functions
  • Investment education content (games & achievements)
  • Widget-based, easily customizable dashboard
  • Portfolio composition reporting and analytical tools
  • Overview of assets’ attributes and historical
    performance analysis tools
  • Automated rebalancing and product offers
  • Regular portfolio conformity check & advice
  • Stock exchange and own products trading, real-time prices, trade execution by one tap
  • Multi-level price alert and position management system
  • Easy-to-understand risk profiling and assessment
  • Full Mifid2 compliance and ex-ante cost transparency

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HOW TO INTEGRATE?

Dorsum’s My Wealth can be integrated into any kind of wealth management platforms and systems. Our solution is an app for the customer, but advisors can also benefit from the usage of the app as they can be in touch with a much wider customer base and send personalized advices to them.

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WHY WE THINK THAT THIS PRODUCT IS THE BEST FOR YOU?

OUR LATEST KNOWLEDGE SHARING POSTS

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?

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