Dorsum Wealth Platform
Comprehensive wealth management platform offering digital client services and portfolio management for financial institutions.
Overview
Dorsum Wealth Platform provides professional software functionalities tailored for commercial and private banks, financial institutions, and asset & wealth management firms. It supports contract management, digital document authentication, order management, self-service trading, trade processing, NAV calculation, and fee management.
The platform also includes corporate action management, tax calculation, reconciliation, SWIFT message handling, report generation, cash and securities settlement, and clearing/settlement management. It offers a corporate client web platform with flexible widgets and client-facing mobile and web applications.
Additional features include portfolio analytics, financial planning, hybrid advisory, performance analysis, risk assessment, model portfolio management, automated rebalancing, cost reporting, advisor and client analytics, regulatory compliance with MiFID, SDR, SFDR, and self-service advisory with digital signature and remote onboarding capabilities.
Key Features
- + Contract management with digital document authentication
- + Order management with multi-level price alert and position management
- + Self-service trading and client-facing mobile/web apps
- + Trade processing and NAV calculation with flexible flows
- + Fees, commissions, and charges management
- + Corporate action management and tax calculation modules
- + SWIFT message interface and reconciliation processes
- + Portfolio analytics, financial planning, and hybrid advisory support