Dion Global Solutions
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Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
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RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
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Overview
Dion is a global financial technology company with expertise in building innovative software solutions for wealth management, capital markets, regulatory and compliance requirements, as well as middleware and messaging solutions. With over 25 years of experience in the industry, Dion has a presence across 13 countries with over 500 clients and more than 500 staff members.
Our award winning wealth management solution has been supporting firms for over three decades. Our mission is to help customers grow, remain compliant and offer stellar service to their clients. We recognize the importance of being compliant with regulatory requirements and also understand how it can become a costly affair and diminish profitability for firms. Keeping this in mind, it is our constant endeavor to build innovative & efficient technology solutions to help customers grow, remain compliant and offer stellar service to their clients.
