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 Portal

CLIENT FACING WEALTH
MANAGEMENT MOBILE APPLICATION

Establish unprecedented levels of client trust through investment transparency
Engaging, client-oriented wealth reporting
Remote tool for client relationship management
Builds a hybrid advisory model
Full MiFID 2 compliance

wealth-portal

Quantifiable effects of
advisory digitalisation

83%

83% of new-gen investors demand single-access, transparent, centralized insights into their investment portfolio

50%

50% of HNWI clients are likely to leave a firm without mobile digital tools in their hands

58%

58% of private clients prefer mobile technologies for simple transactions such as payments and transactions

With Dorsum’s WMP Client Portal (My Wealth web) solution, not only does the customer relationship become better, but the customer engagement shifts to a higher level. Our clients can really get involved personally in seeing how their wealth develops.

imre-fonai

IMRE FÓNAI

Head of Digital Channels at K&H Group

Interested?
Watch or schedule
a demo right now!

Wealth Portal core features

Client_facing

Client facing solution

Remote workflows and personal client meetings are both supported

Performance_analysis

Performance analysis

P/L, portfolio return calculation and composition information

Hybrid_advisory

Hybrid advisory

Remote workflows and personal client meetings are both supported

Client_onboarding

Client onboarding

Remote step by step onboarding process available

Regulatory_compliance

Regulatory compliance

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

self_service_advisory

Self-service advisory

Step-by-step, clear to read screens for easy understanding

Customised_user_journeys

Customised user journeys

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

Risk_assesment

Risk assessment

MiFID suitability check including target market check

Contract_management

Contract management

Digital document management with authentication

Real_time_engagement

Real-time engagement

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

Content _sending

Content sending

Personalised content sending to specific client segments

Self_service_trading

Self-service trading

Buy/sell instruments, customise product favourites

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

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