@dorsum.eu
Dorsum supports financial institutions in their investment and wealth management digital transformation journey
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Dorsum | Budapest is the leading investment software and solutions partner in the industry. With 25 years of experience, they aim to provide superb quality service at every stage of the customer journey. As the wealth management industry undergoes a major shift, Dorsum is dedicated to bringing the world of investing closer to everyone.
They deliver high-quality, service-based, easy-to-integrate modular investment software solutions that enhance their partners' operational efficiency and provide exceptional user experience. Dorsum offers a comprehensive range of products and services to cater to various needs. Their Securities Suite provides asset management firms, insurance companies, and custodian banks with a front-to-back office solution for managing investment, pension, insurance funds, and portfolios.
The Securities Bank suite offers investment management solutions for commercial banks, asset management firms, insurance companies, and pension funds. It services key domestic and international clearing houses. For wealth management firms, Dorsum's Wealth Suite offers a complete solution with their Wealth Platform, which integrates every functionality in one system with a high level of user experience.
The Wealth Portal app brings a unique hybrid model that merges traditional and digital advisory processes. Wealth Connect features real-time human chat, integrated chatbot, and personalized content sending to reach mass affluent and private segments while maintaining a personal touch. Dorsum also offers Business Consulting services, leveraging their deep industry knowledge to assist wealth management providers in digital transformation.
With their expert insights, Dorsum provides valuable information about the latest industry trends and developments, focusing on topics such as ESG and regulatory compliance. They are one of the first vendors to offer integrated ESG solutions in wealth management software. Dorsum actively participates in key industry events and is frequently recognized with awards for their outstanding contributions to the industry.
They value their customers' experience and strive to build long-term business partnerships. Led by Mariann Mészáros, their Chief Executive Officer, Dorsum's management team ensures the company's vision and goals are achieved. They are committed to delivering exceptional service and maintaining a stable fiduciary partnership with their clients.
Join Dorsum's journey and experience their 25 years of expertise in the investment software industry
Company Type
Privately Held
Company Size
201-500
Year Founded
1996
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