Solution introduction
Client facing wealth management mobile application
Our Wealth Portal is for the HNWI clientele, giving wealth managers a competitive edge in their digital client services. The product caters to life-long, aging investors as well appealing as the upcoming digital-native, tech-savvy generation
The Wealth Portal is not only an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication. The portal is available as a native iOS and Android mobile app or in a web-based format, bringing the benefits of digitalisation to a wide range of clients. It provides users with a holistic, 360-degree portfolio overview and helps them track the composition and changes in value of their investments through intuitive-to-understand visualisation. Through the portal, clients can also access analysis, graphic visualisation and reports on the performance and transactions of their portfolio, broken down by sub-portfolio, asset class, currency, and a range of other filters. The groupings are dynamic, and users can also view the specific items and instruments within them. The clients can also access a list of their cash and securities transactions from multiple angles.
Clients can also access various mandatory documents and statements through the portal. This allows the bank to create a more environmentally friendly operation with paperless workflows and helps our clients comply with regulations.
The Wealth Portal also supports client service staff in several ways, reducing their administrative burden and increasing the efficiency of the wealth management process. RMs can use the portal to stay in constant contact with their clients, who require and expect personal attention, in a much more efficient way. They can automatically send notifications, starting a conversation with them about certain market events, new insights, or events. Clients can also request further assistance and information on these notifications and information via the chat interface available on the portal.
The portal also includes an Insights & News functionality which enables our clients to publish and promote any news, stewardship or educational articles to users.
Dorsum Club Romania 2020 Webinar - COVID 19’s impact on digital investments
Client Engagement & Management, Digital Platforms & Tools
Intuitive ESG metrics as your new USP
Client Engagement & Management, Digital Platforms & Tools, Portfolio Build, Analysis & Reporting
09/05/2022
Features
- Establish unprecedented levels of client trust through investment transparency
- Engaging, client-oriented wealth reporting
- Remote tool for client relationship management
- Builds a hybrid advisory model
- Full MiFID 2 compliance
Partners
Our most distinguished client for the Wealth Portal is Sarasin & Partners, one of the leading wealth managers in the UK. Sarasin takes a global, thematic approach to investment, finding opportunities within the powerful themes shaping the world of tomorrow:
- AUM 22 billion GBP
- 3000 clients (1m+ GBP HNWI)
- Top 5 DPM service provider in the UK
Key Data
Year launched
2022PRICING
- Bespoke
- Licence
- Subscription (SaaS)
Implementation Methods
- Hosted (private cloud)
- On-premise
- On-premise or hosted
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Financial Advisors
Client Regional Presence
- Eastern Europe
- Western Europe
Wealth Portal
Please click the button below to connect with Dorsum
