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Dion Globals award-winning wealth management solution, Wealth Intelligence (WIN), offers a suite of standalone system agnostic modules for investment management, client interaction, order management, analytics & asset administration, seamlessly integrating with a firms infrastructure and third-party vendors. The omnichannel, easy-to-use and functionally rich modules enable firms to carry out effective and efficient management of client assets whilst adhering to changing regulatory requirements
Provider
Dion Global Solutions
Located In
India
Foundation
1994
Open API
Unverified
Deployment
Cloud, SaaS, Web-Based
Training
Live Online, In Person, Documentation, Webinars
Support
24/7 (Live rep), Chat
Dions award-winning wealth management solution, Wealth Intelligence (WIN) aims to help Wealth Managers, Financial Advisors, Asset & Wealth Management Firms, Stockbroking & financial institutions.
Content Source: Invantage
Green rating bars show the winning product based on the average rating and number of reviews.