Description
My Wealth is a brand new, Wealth Management mobile app which serves the needs of the “new type” of customers. It grants a hybrid advisory model and provides the best possible UX to the clients. 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 accessible to everyone. For example our believe based Easy Invest function brings the complicated world of investments closer to everyone. Available 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 - Personalized market news - Scenario analysis and wealth forecast functions - Investment education content - Stock exchange and own products trading - Real-time prices, trading, trade execution, Easy Invest function - Sophisticated chart engines and technical analysis 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 My Wealth can be used in stand-alone configuration without our full WMP solution. Both mobile and web applications are supported. In this setup My Wealth adapter layer requires custom integration with the local systems. Can work with online interfaces or staging databases.
