Wealth Portal CLIENT FACING WEALTH MANAGEMENT MOBILE APPLICATION 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 Quantifiable effects of advisory digitalisation 83% 83% of new-gen investors demand single-access, transparent, centralized insights into their investment portfolio 50% 50% of HNWI clients are likely to leave a firm without mobile digital tools in their hands 58% 58% of private clients prefer mobile technologies for simple transactions such as payments and transactions With Dorsum’s WMP Client Portal (My Wealth web) solution, not only does the customer relationship become better, but the customer engagement shifts to a higher level. Our clients can really get involved personally in seeing how their wealth develops. IMRE FÓNAI Head of Digital Channels at K&H Group Interested? Watch or schedule a demo right now! First name Last name Email address Company name I've read and agree with the Privacy Policy & Terms of Use WEALTH PORTAL CORE FEATURES Real-time engagement Two-way or direct communication and authenticated channels with complete log archives Self-service trading Buy/sell instruments, customise product favourites Client facing solution Remote workflows and personal client meetings are both supported Performance analysis P/L, portfolio return calculation and composition information Hybrid advisory Remote workflows and personal client meetings are both supported Client onboarding Remote step by step onboarding process available See why our partners chose Wealth Portal, then schedule a demo! REQUEST A DEMO GET THE DATASHEET First name Last name Email address Company name I've read and agree with the Privacy Policy & Terms of Use