Dorsum’s Botboarding was crowned best in the On-boarding category at the WealthBriefing GCC Region Awards 2017

Dorsum, one of the UAE’s newcomer was last night crowned ‘Best On-boarding’ at the WealthBriefing GCC Region Awards 2017, which was held at the prestigious Taj Dubai.  One of three firms to be shortlisted in the On-boarding category, the triumph is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in the competitive […]

Dorsum awarded Most Innovative Financial Software Provider CEE 2016

Dorsum is proud to announce that it was awarded Most Innovative Financial Software Provider CEE 2016 by CFI.co, the prestigous financial publication. Dorsum, a prominent player in the CEE region has been the leading investment software provider in CEE demonstrated time and time again that it understands meaningful innovation that helps financial institutions serve their clients in a better and more efficiant way.
CFI.co […]

Dorsum awarded Best use of IT in Wealth Management at E-Banking Summit Awards 2016

Dorsum | Investment Software, one of Europe’s foremost wealth management software provider was awarded Best use of IT in Wealth Management at E-Banking Summit & Expo in Budapest on the 17th of October, 2016. Dorsum, a prominent player in the CEE region has been the leading investment software provider for its clients in Hungary and this award clearly showcases what Dorsum means […]

Dorsum recognized as highly commended at WealthBriefing European Awards 2016

20th of May, 2016

Dorsum Co. Ltd., one of Europe’s foremost wealth management software provider was last night given a highly commended qualification at the WealthBriefing European Awards 2016.  One of 5 firms to be shortlisted in the on-boarding category, the triumph is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in the […]

The mass affluent focus

The mass affluent segment (US$250k–US$1m in financial assets) possesses quite significant wealth. An EY study – Advice goes virtual – reports they hold about US$7t of wealth which is larger than the assets held by mass (< US$250k) and the UHNWI (> US$10m) segment, however it means almost three time more households (14m HH) than the richest two segment in […]

Digitalization of the rich

Because of the spread of digital technologies and smart devices it is unquestionable that digital wealth management solutions are playing an increasingly important role. It means that companies who offer financial advisory services need to get their tools to match or exceed the desired level of the customers’ expectations.
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Online wealth management on the rise

Who would not want to have their estate increased by higher yields while having to pay less tax? Many feel the same way, which is why it is no surprise that wealth management companies working with precision technology A-bombs are winning significant markets from conventional players. […]