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Products & Services
Securities Suite

Securities Asset

Securities Bank

Securities Events

Wealth suite

Wealth Platform

Wealth Portal

Wealth Connect

Business Consulting

Digital transformation

Case studies

Securities Asset provides a front-to-back office solution for asset management firms and insurance companies and custodian banks to manage investment, pension, insurance funds and institutional or private portfolios. The solution is a single system offering different user access levels with flexible integration possibilities.

Securities Bank is a complete suite of investment management solutions for commercial banks, investment providers, asset management firms, insurance companies, pension funds and national treasuries. The solution services key domestic and international central securities and monetary clearing houses.

Securities Events is a fully automated corporate action handling system that enables significant efficiency increase and lowers operational risk with built-in audit controls. It meets with the requirements of SRD II, capturing and analysing corporate actions data from multiple sources, and eliminating customer complaints.

Wealth Platform offers a solution for all the needs of an advisory network. It’s 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.

The Wealth Portal app is a unique solution as it merges traditional and digital advisory process into a hybrid model. It brings a holistic 360-degree portfolio overview to clients and helps them understand the composition and historical progress of their portfolio. It establishes a unique bridge between AI-driven and personal advice.

Wealth Connect features real-time human chat, an integrated chatbot with pre-prepared tutorials, an AI-driven notification system and GDPR compliant personalised content sending. By using Wealth Connect advisors can reach the mass affluent and private segments with digital banking products without losing the personal touch.

Wealth management providers face serious challenges requiring a reevaluation of their systems with the involvement of external experts. Our Business Consulting unit’s deep industry knowledge is based on daily work with 80+ different financial institutions, where they’re creating lasting value through digitalisation.

These case studies highlight some of the success stories that our business consulting unit has achieved with prominent industry players, such as GENERALI Asset Management, CIG Pannonia or MKB Bank. We’ve summarised the key points of each business challenge, along with our clients’ honest impressions.
Expert insights
Expert insights

Blog

Focus on ESG

EU regulations

White papers

Events

News

Our bi-weekly articles and publications examine the latest and most important trends and developments in the WealthTech and FinTech industry. Our goal is to provide a complete overview for finance professionals about the ins and outs of the industry so that in turn they can provide better service and future-proof products for their clients.

Environmental Social Governance is one of the key emerging topics that will shape the industry both in terms of investment philosophies and institutional regulations. Dorsum is one of the first vendors to offer integrated ESG solutions in wealth management software, recognising the emergence of the environmentally and socially conscious investor market.

SDR, SRD II, SFDR, GDPR, MiFID II… the list goes on. In 2021 it’s virtually impossible to follow every regulation that financial institutions must adhere to without automated systems to keep track of it all. Many of our experts’ insights deal with information about upcoming regulations and offer solutions to avoid the penalties that await those who can’t keep up.

Twice a year our experts share deeper thoughts on the most talked-about industry topics, providing their unique point of view on everything from remote digital engagement to capital market regulations to building your future wealth management solution. By registering for free, you’ll gain access to five years worth of accumulated knowledge.

Dorsum is an active participant at every key industry event in Europe from large trade shows such as FinovateEurope and Money 20/20 to smaller scale professional gatherings of financial decision makers. We can also be found at many online events, but we always prefer face-to-face conversations to ensure a solid foundation for long-term business partnerships.

Our company is frequently in the news for winning new awards, participating at key industry events, or simply for giving interviews and sharing our vision of the future of digital investment. Find out the latest about Dorsum right here.
About Us
About us

25 years in the industry

Management team

Our values

Company milestones

Success and growth is determined by how a company deals with its customers. It’s extremely important for financial institutions to pay attention to their customers’ experience: from initial contact, through the process of engagement into the long-term relationship. This focus has driven Dorsum since its foundation.

Our management team has a clear vision for the future of the company, making sure to keep everything and everyone on track to achieve Dorsum’s ever expanding goals.

We bring the world of investing closer to everyone. We deliver high-quality, service based, easy to integrate, modular investment software solutions, to augment our partners’ operational efficiency and to provide exceptional UX.

Dorsum has come a long way in the past 25 years. Check out the most important milestones that we’ve achieved together with our clients and share in our historic journey.
Career

Wealth Platform

360 DEGREE, SINGLE SYSTEM
FRONT-TO-MID ADVISORY SOFTWARE SOLUTION

One central system with 360-degree investment and non-investment portfolio information
Speeds up and streamlines client meetings through step-by-step remote workflows
Increases advisory network productivity
Cuts down on administration
Strong customer engagement
MiFID 2 compliance

Quantifiable effects of
advisory digitalisation

63%

63% of clients state that they would like better collaboration with financial advisors

76%

76% of clients would appreciate the ability to get a holistic view of all of their accounts

50%

50% of advisors use separate systems with separate login and not a feature-complete aggregate advisory system

With the current level of digitalization of the industry, it’s not enough to focus only on the client facing platforms, but it’s also important to give the bank’s relationship managers a highly advanced and ergonomic digital platform for their everyday work.

EMILIA JAKUBIAK

Director of Brokerage House BNP Paribas Bank Polska

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Wealth Platform core features

Portfolio analytics

Composition reporting, asset attributes and analytical tools

Financial planning

Life balance sheet, income statement, life goal settings

Hybrid advisory

Remote workflows and personal client meetings are both supported

Model portfolio management

Support for the integration of any model portfolios created by the client

Performance analysis

P/L, portfolio return calculation and composition information

Risk assessment

MiFID suitability check including target market check

Automated rebalancing

Automated preview of long-term investment strategies

Ex-ante & Ex-post cost reporting

Client reporting as well as legal reporting to the proper authorities

Advisor & client analytics

Extensive and detailed historical data on all activities

Regulatory compliance

All products are up to the latest regulatory measures (MiFID, SDR, SFDR, etc.)

Customised user journeys

Goal-based planning with pre-prepared model portfolios for easy comparisons

Real-time engagement

Two-way or direct communication and authenticated channels with complete log archives

Contract management

Digital document management with authentication

Fees, commissions & charges

Creating and modifying different fee packages, rules pages and workflows

Report generation

Quick client report creation, automated scheduling, and legal reporting to the authorities

Content sending

Personalised content sending to specific client segments

See why our partners chose Wealth Platform, then schedule a demo!

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Wealth Platform

Quantifiable effects of advisory digitalisation

Interested? Watch or schedule a demo right now!

Wealth Platform core features

See why our partners chose Wealth Platform, then schedule a demo!

Quantifiable effects of
advisory digitalisation

Interested?
Watch or schedule
a demo right now!