Dorsum’s corporate vision is to be Europe’s top investment software & solutions provider for investment and wealth management service firms
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WealthHub creates an operating environment for trust administration that puts all your critical information in one place and provides customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. All at your fingertips for efficient management. There has...
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ESG (Environmental, Social, Governance) investments (or sustainable investments, as they’re usually called) are becoming more and more popular, and so is their impact on the value of global investments. But many questions remain unanswered until the new SFDR regulation comes into force.
In our e-book, Dorsum’s experts provide an overview on how you can best serve your clients’s ESG interests and prepare for the SFDR regulation.
Click the image below to access and download the full report.
