Integrations
Dorsum
Land a fully branded digital Wealth Portal connected to your Addepar Platform in a quick time frame. Stay connected with your clients, increase their satisfaction by providing a modernize wealth hub available both on mobile and web.
Establish a digital wealth portal in a timely manner |
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Provide a wealth hub to your clients giving them transparency on their investments |
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Differentiate your services & increase your clients’ satisfaction |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration Guide1
Set up the integration
We're excited to welcome you aboard and introduce you to our Wealth Portal solution, tailored for customers utilizing Addepar's data. Simply drop us a line at addepar@dorsum.eu to express your interest, and we'll promptly arrange a brief introductory call and demonstration to showcase the capabilities of our Portal and discuss the next steps required to configure it to your specifications.
How to get started if I’d like to turn on Dorsum’s Wealth Portal?
We're excited to welcome you aboard and introduce you to our Wealth Portal solution, tailored for customers utilizing Addepar's data. Simply drop us a line at addepar@dorsum.eu to express your interest, and we'll promptly arrange a brief introductory call and demonstration to showcase the capabilities of our Portal and discuss the next steps required to configure it to your specifications.
How does the process of setting up Dorsum’s Wealth Portal look?
Dorsum’s Wealth Portal is ready & available for all customers using Addepar, connected to Addepar’s data. The Portal can be set up for you and the process incldues:
1. Project initiation including business and data understanding
2. Setting up dedicated environment and configuration
3. Portal functional configuration & branding
4. Testing and Go live support
Who are the primary target users of Dorsum’s Wealth Portal?
Our customers include wealth management companies and IFAs. Typical users of the Portal from customer’s side are advisors, wealth managers, IFAs, HNWIs, and investors.
Do I get a general Dorsum branded Wealth Portal or a customized own branded product?
We always provide a fully own branded Wealth Portal according to your Brand Book and exact guidelines. We believe in the power of your brand, brand consistency and differentiation.
Does this Portal have its own database?
No, the Portal connects to your current Portfolio Management System (Addepar) and displays the data using an easy-to-read UI.
How detailed are portfolio overviews? What type of information is available there?
Through the portal, clients can also access analysis, graphic visualization and reports on the performance and transactions of their portfolio, broken down by sub-portfolio, asset class, currency, and a range of other filters. The groupings are dynamic, and users can also view the specific items and instruments within them. The clients can also access a list of their cash and securities transactions from multiple angles.
Do you offer document handling?
Yes. The Portal offers an organized database for digitally managing financial plans, reports, statements and other client documents. Open, download or print documents from a secure storage and share all important documents with your clients vie the Portal.
Can the Portal showcase Insights & news?
Yes. Wealth Portal keeps your clients engaged with our Insights & News module, so there’s always something to talk about when you finally meet. Provide updates, news articles and educational content to your clients in the form of articles, videos and media files.
Do you offer secure messaging for clients & advisors?
Yes. Dorsum’s Wealth Portal offers secure messaging between Wealth Managers and clients. Two-way real-time client engagement & file sharing, available 24/7, so both sides can reply whenever it’s convenient.