Dorsum Wealth Management Platform is an investment management software that provides wealth managers with comprehensive tools to serve clients effectively. It offers portfolio management, risk assessment, and financial planning features, enabling informed investment decisions. Dorsum’s user-friendly interface supports secure client communication and real-time portfolio tracking, enhancing client relationships. The software’s analytics deliver insights into market trends, helping wealth managers stay competitive. Dorsum is an excellent solution for firms focused on delivering quality wealth management services.
Dorsum
Hungary
In-person
Accounting
