Hartmann Capital selects Dion Invantage

After renewing its contract with Dion this year and implementing additional portfolio management and reporting functionality in the front office, Hartmann Capital now has a fully integrated front-to-back solution. Invantage has improved the firm's straight-through processing, enhancing efficiency, productivity and accuracy, all of which has had a notable positive impact on its bottom line.

"We have developed a strong working relationship with Dion that has played an important role in our ongoing success." John Harvie, Finance Director at Hartmann Capital said. "The Portfolio implementation project was managed very well and I am particularly impressed with the reporting functionality Dion has provided - this is a significant step for us. Using Invantage and with Dion as our technology partner, I have the confidence that we can meet our ambitious plans to grow the business and our relationship with Dion has gone from strength to strength."

As the 10th client to be live on Portfolio, Hartmann Capital has access to a complete range of front office functionality, including dynamic modelling, asset allocation, variance, performance, audit and vetting. Named as the "Best Wealth Management Solution" at the 2012 Systems in the City Awards, Portfolio is recognised as a key solution in the marketplace.

With Invantage utilised throughout its business, Hartmann Capital now has a secure, scalable foundation to support its ambitions for aggressive growth and development. The firm has already seen its assets under management grow and is confident about meeting its target of £1 billion over the next 5 years.

Kean Williams, Head of Client Services (UK & EIRE) at Dion says: "We have worked closely with Hartmann Capital over the last four years and they now have a fully integrated system that works for their business. We have an excellent relationship that is mutually beneficial and together we can continue to develop Invantage to support business growth".