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 enables efficient advisory network with strong customer engagement while staying regulatory compliant.
A unique software solution
on the market for
The software meets the newest banking regulatory requirements.
With the dashboard technology all information can be seen within a blink of an eye.
It integrates every asset of the clients in only one system and allows an efficient workflow.
It provides a 360° portfolio overview and has a crystal clear and responsive surface for enhanced UX.
- Portfolio reports: Market value, cash-flow, analysis composition, exposure, yield, P/L
- Model portfolio management and rebalancing of portfolios
- Daily automatic portfolio evaluation (market value, P/L, yield)
- Multi-asset class, multi-portfolio and multi-currency support
- Overall dashboards (MIS, heat maps and advisor view)
- Alert engine
- Customer reporting & family views
- Real-time or delayed market overview, charts
- Responsive web technology with clear GUI
- Increased advisor productivity: access to all required information in one system with a few clicks
- MiFID 2 compliant advisory workflow and meeting minutes
- Advanced ad-hoc or scheduled client reports
- Ensure continuous risk assessment for customers
- Fast integration with APIs and data validation engine to any legacy sources
- Optional client access available on mobile and tablet devices even from 3rd party internet bank
- Define and track the network’s KPIs: AUM, income and client number, model conformity
- Financial planner tool with personal goal tracking
We have some exciting screens for you
How to integrate?
Dorsum’s Wealth Management Platform is a core 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.
Why we think that this
product is the best for you?
Why others think that this
product is the best for them?
We wanted to have an application where our advisors could have smart and easy to use platform. Dorsum’s solution provides that and thereby supports my business growth with continuous IT development and innovation
We have chosen Dorsum because we have seen their dedication and quality of work they invested in the creation of their product. We found the most favorable team both in size and knowledge and with a maximum engagement for fulfilling our needs.
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!