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
  • Dorsum’s Wealth Portal is ready & available for all customers using Addepar. The Portal can be set up for you with your own branding.
Provide a wealth hub to your clients giving them transparency on their investments
  • Provide a 360° view on clients’ Portfolio with one click: portfolio composition with look-through capability, performance & portfolio analytics, transaction history modules, self-service trading – all in one place.
Differentiate your services & increase your clients’ satisfaction
  • Keep your clients engaged with the Portal’s two-way real-time secure messaging module. Share files with your clients and post customized insights & news, so there’s always something to talk about when you finally meet.