My Wealth

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.

Overview

My Wealth is a brand new, Wealth Management mobile app which enables wealth management providers to bring an engaging digital experience to their clients. It serves the needs of the “new type” of customers with a hybrid advisory model and the best possible UX.

It has integrated wealth management and trading functions and it has a simple, easy to understand, client-oriented wealth reporting system. We at Dorsum believe that investing shouldn’t be as complicated as it seems at first. This is why we worked hard on developing functions which makes investing accessable to everyone. For example our believe based Easy Invest function brings the complicated world of investments closer to everyone.

Key Features

  • Widget-based, easily customizable dashboard
  • Portfolio composition reporting and analytical tools
  • Overview of assets’ attributes
  • Historical performance analysis tools
  • Automated rebalancing and product offers
  • Buy multiple products by one tap
  • Regular portfolio conformity check & advice
  • Multichannel communication with advisor
  • Integrated document management solution
  • Business driven notification system

Key Benefits

  • Personalized market news
  • Scenario analysis and wealth forecast functions
  • Investment education content
  • Stock exchange and own products trading
  • Real-time prices, trading, trade execution
  • Sophisticated chart engines and technical analyzis tool
  • Multi-level price alert and position management system
  • Easy-to-understand risk profiling and assessment
  • Full Mifid2 compliance and ex-ante cost transparency
  • Integrated chatbot solution