• dorsum granted with the financial innovation award
  • Banking Technology award

Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functionality in one system with high level of user experience. It provides controlling, analysing, monitoring and supports an efficient advisory network with strong customer engagement while staying regulatory compliant.

A UNIQUE SOFTWARE SOLUTION ON THE MARKET FOR

PRIVATE BANKING DEPARTMENTS
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The software meets the newest banking regulatory requirements.
PORTFOLIO AND WEALTH MANAGERS
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With the dashboard technology all information can be seen within a blink of an eye.
AFFLUENT BANKING DIVISIONS
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It integrates every asset of the clients in only one system and allows an efficient workflow.
WEALTH MANAGEMENT COMPANIES
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It provides a 360° portfolio overview and has a crystal clear and responsive surface for enhanced UX.

MAIN ADVANTAGES

  • Portfolio return calculation & composition information
  • Profit & loss calculation
  • Detailed investment and non-investment product information
  • Capital movements, expected cash flow, fees & taxes reporting
  • Transaction and account history
  • Life balance sheet, income statement, life goal setting
  • Visualization of goals and projected future wealth
  • Recurring investment product proposal
  • Advisory workflow supporting a comprehensive investment advisory service
  • Non-advisory workflow supporting a streamlined execution only service
  • Centrally managed investment strategies
  • Smart portfolio management tools
  • Order management system integration possibility
  • Advisor and management dashboard, KPI tracking
  • Alert and warning engine
  • Investment profile and appropriateness tests
  • MiFID suitability check including target market check
  • Ex-ante and ex-post cost reporting
  • Investment risk measurement and tracking
  • On-demand compulsory client reporting
  • APIs available out of the box

We have some exciting screens for you

HOW TO INTEGRATE?

Dorsum’s Wealth Management Platform is a font-to-mid system with a 360° portfolio overlook which can be integrated into the existing banking systems like the core banking, card, brokerage, back office systems thanks to the multiple API it supports. Moreover it uses market data and a client portal can be also easily added to it.

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

OUR LATEST KNOWLEDGE SHARING POSTS

WHY OTHERS THINK THAT THIS PRODUCT IS THE BEST FOR THEM?

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!