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
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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

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

  • Request a demo
  • Get the datasheet
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