Dion Global Solutions, an India-based provider of modular solutions for the wealth management industry, has launched its Wealth Intelligence (WIN) platform at an event in London.
Designed to meet the requirements of investment managers, the new platform is capable of offering front-to-back office services and also offers an array of regulatory complaints tools.
The platform, according to the company, will enable wealth managers to handle investments for several complex portfolios.
It will also offer decision-making support for the front office and improve process automation and straight through processing, the company claims.
Dion Global Solutions managing director for wealth & post trade solutions Kean Williams said: “We are excited to officially announce the complete launch of our Wealth Intelligence (WIN) platform, a truly unique, cost-effective, fully-featured wealth management solution for wealth managers and financial institutions of all sizes and levels of complexity.
“With its modular, open API ecosystem and data agnostic approach the platform seamlessly integrates with a firms’ infrastructure and third-party vendors, providing an enriched user experience to Investment Managers, Intermediaries and end investors.”
The new wealth management platform features multiple new modules including Investment Manager portal, Client & intermediary portal, Order Management and Capital Gains Tax module.
It also features Corporate Actions (CA) Workflow, Asset administration and Management Fees portfolio.