Dorsum’s Wealth Suite is a fully featured, mid-to-front WealthTech solution. It comprises three products: the core Wealth Platform, a 360-degree advisory front-to-mid software solution, Wealth Connect, an authenticated real-time client engagement channel with personalised content sending, and Wealth Portal, a client facing wealth management mobile application.
Since its foundation in 1996, Dorsum has become one of the leading innovative investment software & solutions providers in the Central and Eastern European region. In the past 20 years, our staff grew from a handful of people to an SME with more than 250 employees and more than 80 clients in 10 countries. Our clientele includes almost every large bank and wealth management firm in the region, and a significant portion of securities trading and clearing is done through our systems in Hungary, Romania, and Bulgaria.
Commenting on the award, Róbert KŐ, CEO at Dorsum, said: ‘We are proud to be recognized as the Best Wealth Management Software Solution Provider and pleased to have been selected by such an outstanding panel of financial experts. This award is a great honour, not only for Dorsum, but also for the 80 plus customers that have put their trust in our technology and have supported us throughout the years. We have kept our focus on delivering truly futureproof solutions by supporting the digital transformation of banks and wealth management providers.’
Dorsum offers a complete suite of back-to-front-office wealth and investment management solutions for commercial banks, investment providers, asset management firms, insurance companies, pension funds and national treasuries. We also work in close professional partnerships with key domestic and international central securities and monetary clearinghouses. Among our distinguished clients, we count the Hungarian National Bank, KELER Ltd. (Central Clearing House and Depository), GIRO Ltd, the Budapest Stock Exchange, the Vienna Stock Exchange, and the Hungarian State Treasury.
We are proud to say that our software solutions serve millions of investors and about 80 percent of Hungarian state bonds are distributed through Dorsum’s systems. Our company also works with most of the region’s international banking groups in numerous countries. To name a few of our satisfied customers, we have the OTP Group, the Raiffeisen Group, the Erste Group, the Citi Bank Group, the KBC Group, the Intesa Sanpaolo Group, and the BNP Group.
We are also proud to have broken into the English market in 2020, by providing a complete wealth management front-end solution for Sarasin & Partners, a distinguished wealth management firm in London. Building on our prior success, we plan to continue our international expansion, focusing primarily on the CEE region, the Benelux and northern countries, and the UK market. We plan on opening several new international offices in our target markets, further strengthening our local presence and business development activities in these countries.