Wealth Management Solution

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Dion's 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 mission is to help customers grow, remain compliant and offer stellar service to their clients. We recognise the need of the hour for our customers is to acquire, retain and deliver long term performance & service to their clients, with the help of technology to keep up with the trends and changing regulations in a highly competitive and fast changing market whilst reducing cost and operational risk.

Key Features

  • Client-centric data view provides instant and holistic insights into client and portfolio information
  • Risk mandates, profiling and KYC (know your customer) allow for enhanced decision-making, while users can also import, organise and store new and historic client documentation at any point
  • Combined order vetting and routing delivers processing efficiencies
  • Benchmarking allows accurate analysis and measurement of performance
  • Supports single and multi (client, market, deal) contract types
  • Flexible fees & charging structure supports a range of businesses
  • Internal and external reconciliation and Real-time validation
  • CREST messaging and Transaction Reporting
  • Mobile-optimised web portal with user-friendly reporting and graphical dashboards deliver accurate, accessible and consistent data in a single view

Key Benefits

  • Automation and straight through processing (STP) to create a more efficient, compliant and responsive pre and post trade function
  • Supports effective, personalised client management to meet regulatory demands and changing customer expectations
  • Reduced manual processing leading to enhanced customer service, more efficient use of resources and reduced error handling
  • Mobile-optimised software to give clients 24/7 access to their investment information
  • Flexible, scalable solutions offering seamless integration with any application for fast and easy deployment

Product/Service details

Geographic Availability
Asia-Pacific, Europe, Middle East, North America, South America
Asset Class Coverage