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.
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.