The mobile application displays easy to understand performance presentations, financial planning, targets and forecasts on for the investors. They can receive personalized notifications and news and they are able to easily invest new money in less than a minute. They can also easily organize a meeting and call or chat with a financial advisor.

The app checks the gap between the actual and the optimal portfolio, then provides a list of investments that brings a client closer to the model portfolio. If the client is satisfied with the recommended products, the transactions can be done with just a tap. The My Wealth app offers a unique bridge between artificial intelligence and personal advise. The client is able to talk with a self-learning chatbot, receive automatically portfolio related notifications, documents or can send a request to his financial advisor to take over the conversation. With this app it has never been easier for financial advisors to stay in contact with the investors any place, any time.

“Changing investment habits and the non-financial players brought new standards to the industry in terms of advisory process and investment experience expectations. Present-day investors want to manage their portfolios on the go while staying in control in an efficient and intuitive way,” according to Imre Rokob, Director of Business Development at Dorsum. “I’m very proud that our continuous effort to revolutionize our B2B software offerings has resulted in a digital innovation offering an unique wealth management mobile application with the right balance between intelligent automation and a human approach.”

Dorsum focuses on client engagement by offering a customisable achievement system that helps to track financial goals and motivates to use the app more frequently. The My Wealth app offers educational content and mini-games that help clients to get a better understanding of an investment’s risk profile. Furthermore it can also be used to improve client satisfaction by adding various incentives like discounts or unlocking new features and products.