Wealth Management Platform
Future development

Virtual Advice, our latest product under development is a goal-based advisory mobile app for banks and investment services providers. Our software enables you to provide mass however custom digital advice to wealthy customers with a modern mobile app ensuring a great user experience (UX). With our software, you will be able to deliver proactive and specific goal- or portfolio-related advice and track your customers’ reactions and behaviour instantly.


A goal-based advisory mobile app for

  • banks
  • investments services providers
  • wealth management firms
  • private and mass affluent banking divisions · personal financial advisors
  • …and their clients.

main features iconMain Features

  • A wealth management mobile app for your customers
  • Ability send mass however custom digital advice
  • Instant portfolio access at any time and from anywhere (iOS, Android)
  • Ability to receive and process instant, tinder-like customer responses
  • Investment goals tracking
  • Customer behaviour tracking
  • Intelligent advice engine for different advice types
  • Advice editor and statistics

nagyito-ikon-130Key Benefits

  • Increases client engagement with a proactive approach
  • Provides regular and custom advice to your wider clientele
  • Ensures increased advisory performance via better targeting
  • Enables immediate reaction to market events
  • Foreruns the trends and the robo competitors
  • Reaches the tech savvy generation

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Why Dorsum?

Experience

we have over 20 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

Interested in our future developments?

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