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
PRIVATE BANKING DEPARTMENTS
The software meets the newest banking regulatory requirements.
PORTFOLIO AND WEALTH MANAGERS
With the dashboard technology all information can be seen within a blink of an eye.
AFFLUENT BANKING DIVISIONS
It integrates every asset of the clients in only one system and allows an efficient workflow.
WEALTH MANAGEMENT COMPANIES
It provides a 360° portfolio overview and has a crystal clear and responsive surface for enhanced UX.
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.
WHY OTHERS THINK THAT THIS PRODUCT IS THE BEST FOR THEM?
CEO Private Banking
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
Raiffeisen Bank International
Head of Premium & Private Banking Division
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!
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