Investment management, Client interaction, Order management, Analytics, Fee management, MiFID II compliance, Corporate actions and Asset administration. Hosted on secure Amazon cloud.

Dion Global’s award winning wealth management solution, Wealth Intelligence (WIN), offers a suite of standalone system agnostic modules for investment management, client interaction, order management, analytics and asset administration, seamlessly integrating with a firms’ infrastructure and third-party vendors. The omni-channel, easy-to use and functionally rich modules enable firms to carry out effective and efficient management of client assets whilst adhering to an ever-changing regulatory landscape. The core aim is to help customers grow, remain compliant and provide high quality service to their clients.

Our tailored solutions build an efficient business environment enabling increased growth and profitability

Remain compliant
and mitigate risk
Enhance & maintain
client service
Adopt new
models & trends
Reduce costs
Growth in AuM

Portfolio analysis, strategic asset allocation, rebalancing, order management, pre & post trade compliance, performance measurement, client and regulatory reporting are some of the key features that enable firms to offer a transparent and consistent service whilst remaining compliant and achieving high levels of STP. Customers are able to derive insight from a multitude of data feeds and sources via the WIN Analytics module. This helps influence the way that customers interact with clients, competitors, regulators, the market and even their own shareholders helping firms optimise management information and business intelligence in real-time.

An integral part for any wealth management market participant would be back office functionality. Dion Global’s back-office solution, WIN Asset Administration, automates the entire transaction, settlement and custody process. The system’s flexibility ensures that it is configured to the customer’s needs and can support multiple business types including advisory, discretionary, execution-only, private client and institutional activity. WIN Fees and WIN Corporate Actions processing modules offer flexibility, automation and efficiency completing the wealth suite that can alleviate operational burden whilst maintaining regulatory compliance.

Customer speaks

    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.     

Joint Managing Director | Hargreave Hale

Dion awards

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

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