Dion Global Solutions, a global financial technology company, is launching the Wealth Intelligence (WIN) platform with new modules, incorporating many of its wealth management solutions.
The new brand re-enforces the strategic objectives of the modular approach with its open API ecosystem and data agnostic approach interrogated via any existing user interface or Dion’s recently launched browsers.
Dion Global’s Wealth Intelligence (formerly Invantage solution) has been supporting the growth of several wealth management firms in the UK for over thirty years. Over the years, the solution has evolved to automate the complete front to back office processes within a wealth management firm. Hosted on the Amazon cloud (AWS), the platform now also offers “an enhanced and seamless user experience with enriched analytics capabilities and data confidentiality and protection”.
“The new name Wealth Intelligence (WIN) reflects the core purpose of the platform to provide automated solutions for wealth management firms. The standalone system and data agnostic modular structure of the platform seamlessly integrates with a firm’s infrastructure and third-party vendors, providing an enriched user experience to investment managers, intermediaries and clients,” said Kean Williams, managing director, wealth and post trade solutions, Dion Global.
With presence in over 16 cities across 11 countries, Dion Global has over 500 clients in more than 85 countries supported by a worldwide staff of nearly 450, including more than 250 in product development.