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 modern browsers.

Dion Global’s Wealth Intelligence (erstwhile 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.

Kean Williams, Managing Director, Wealth & Post Trade Solutions, Dion Global, said, “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 firms’ infrastructure and third-party vendors, providing an enriched user experience to Investment Managers, Intermediaries and end Clients.”