WEALTH INTELLIGENCE (WIN) PLATFORM
MODULAR, DATA AGNOSTIC, ENRICHED ANALYTICS, ENHANCED UX, COST EFFICIENT TO AUTOMATE WEALTH MANAGEMENT PROCESSES
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.
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.
Joint Managing Director | Hargreave Hale
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