INVANTAGE

A comprehensive front, middle and back office solution for wealth management

Today’s wealth manager faces an ever-changing environment: from the inevitable increase in regulatory pressure to the change in client attitudes and increased pressure on margins. As a result, they need to be efficient, effective, competitive and compliant.

Our award winning Wealth Management solution offers tools for Investment Management, Client & Online Interaction, Asset & Revenue servicing and Asset Administration. The easy-to-use and functionally rich applications enable Portfolio Managers, Wealth Managers, Brokers and Compliance officers to carry out effective and efficient management of client assets.

Our tailored solutions

Respond to shifts in client, market and regulatory requirements

Have modern architecture to meet specific demands of today’s investment managers

Ensure flexibility, interoperable systems designed to be straightforward and cost effective to implement and update

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Features

Client Management

Campaign management, Client on-boarding, On-going client engagement

Portfolio Management

Portfolio Analysis & Construction, Risk & Suitability Analysis, Strategic Asset allocation, Investment decision support

Trading and Order Management

Capture, Vetting & Authorisation, Smart routing, Execution

Data Management

Market & Instrument data, 3rd party external data feeds, Warehousing

Post Trade Management

Accounting, Reconciliations, Custody, Fees Management, Corporate Actions

Performance & Reporting

Performance calculation, MI/Client/Regulatory reporting, Dashboards, Document Management

Client speak

    Dion's wealth management solution is easy and intuitive to use, allowing our users to view and analyse information in any way they want. We are also seeing the benefits of its straight-through processing and modelling capabilities, as well as the sheer level of compliance and audit controls that come built in. Both the implementation and the results already achieved have exceeded our expectations and aided our recent growth spurt.    

Stuart Brookes
Joint Managing Director | Hargreave Hale


Case study infographic

Hargreave Case study



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For a copy of our brochure or for more insight into our solution, write to us at connect@dionglobal.com

For more insight into our MiFID II solution for wealth managers, visit mifidsolutions.com

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