CLIENT FACING WEALTH
MANAGEMENT MOBILE APPLICATION
Quantifiable effects of
advisory digitalisation
83% of new-gen investors demand single-access, transparent, centralized insights into their investment portfolio
50% of HNWI clients are likely to leave a firm without mobile digital tools in their hands
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 FÓNAI
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Wealth Portal core features
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