Virtual Advice

Virtual Advice is an advisory mobile app for banks and investment services providers. Our software enables you to serve the mass affluent segment efficiently by providing mass however custom digital advice with a modern mobile app ensuring a great user experience (UX). With our software, you will be able to deliver proactive and specific goal- or portfolio-related advice and track your customers’ reactions and behavior instantly and also to reach higher customer retention rates.

A unique software solution
on the market for

PRIVATE
BANKS

The usage of an app will result better customer retention rates.

INVESTMENTS SERVICE PROVIDER

It allows to reach and serve the mass affluent segment easily.

WEALTH MANAGEMENT
FIRMS

Financial planning and goal setting can be available for the millennial clients.

MASS AFFLUENT
FINANCIAL ADVISOR

It enables to send custom advice to a huge amount of people simultaneously.

Main advantages

  • A wealth management mobile app for your customers
  • Ability to send mass however custom digital advice
  • Instant portfolio access at any time and from anywhere (iOS, Android)
  • Ability to receive and process instant, tinder-like customer responses
  • Investment goals tracking
  • Customer behaviour tracking
  • Intelligent advice engine for different advice types
  • Advice editor and statistics
  • Increases client engagement with a proactive approach
  • Provides regular and custom advice to your wider clientele
  • Ensures increased advisory performance via better targeting
  • Enables immediate reaction to market events
  • Foreruns the trends and the robo competitors
  • Reaches the tech savvy generation

We have some exciting screens for you

How to integrate?

Dorsum’s Virtual Advice works together with an intelligent advice engine which 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.

Why we think that this
product is the best for you?

Why we think that this product is outstanding?

Ko-Robert-Dorsum-7128
Róbert Kő
Dorsum Co. Ltd.
CEO

Our exceptional solution merges with the traditional advisory and the digital advisory process into a hybrid model. Our software meets the digital expectations of the younger generation, ready to fight with robo disruptors and boost performance of personal financial advisors.

Our achievements

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Why choose dorsum

OUR CORE COMPETENCIES

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.

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.

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.

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!

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