The search term must be a minimum of 3 characters.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Business Needs
Select Business Need
Resource Type
Select Search Type

View Business Profile

Wealth Platform

Relevant Regions

Business Needs

Website Address

https://www.dorsum.eu/

Connect with Dorsum
Solution introduction

360 degree, single system

Front-to-mid advisory software solution

  • One central system with 360-degree investment and non-investment portfolio information
  • Speeds up and streamlines client meetings through step-by-step remote workflows
  • Increases advisory network productivity
  • Cuts down on administration
  • Strong customer engagement
  • MiFID 2 compliance

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.

Connect with Dorsum

Send

Thanks for connecting with Dorsum

We will inform Dorsum of your interest and request that they connect with you.

Please sign up to see more

Sign up or login if a Wealth Manager

Register as a Solution Provider