ClavisAdvisoryTool for Windows 8.1

Take your presentations on the next level with the innovative ClavisAdvisoryTool (CAT) built on the latest industry standards, running on Windows 8.1 devices. Uncovering a suite of new sales opportunities in the customer acquisition procedure, the-state-of the art solution enables you to initiate meaningful interactions on the market trends, investment opportunities and services, bringing your customers on board.

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Key benefits

  • Universal Windows 8.1 application
  • premium client service
  • cross selling of existing products/services to current and new clients
  • a technology that represents your company/expands your presence on the market
  • fast localization/implementation
  • simplified IT infrastructure

Main features

  • advanced investment calculators
  • interactive portfolio planning according to your customers’ personal preferences (risk, time horizon, …)
  • different investment strategies
  • global markets overview
  • built-in contracting workflow
  • photos, videos, PDF -files for presentation purposes
  • instant e-mailing
  • secure way to access sensitive data
  • Live tiles to show updated contents
  • Create secondary tiles for direct contact access

Additional services

  • Dorsum hosting service
  • full content management supervision
  • professional support

Why Dorsum?

Experience

we have over 15 years experience in financial software development

Expertise

expert knowledge in delivering integrated projects

Innovation

we define innovation trends and supply up-to-date products

Standard

our application meets MIFID trading requirements

Design

clients get a clear and simple user interface

Support

long term cooperation with our clients

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About Microsoft

Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services, devices, and solutions that help people and businesses realize their full potential. www.microsoft.com

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About us

Dorsum is an award-winning, innovative investment software provider. Since our foundation in 1996, we have become a leading software company in the Central and Eastern European (CEE) region. Our proprietary investment software family offers versatile solutions to players in capital markets and wealth management space. We support our clients with unique cooperation throughout the entire lifecycle of the products, which also includes managing their expectations in terms of functionality, time, and budget.

 


Dorsum Co. Ltd.
+36 1 487 3030