The Wealth Intelligence (WIN) platform, designed with the user in mind, offers integrated, front-to-back office capabilities meeting the needs of Investment Managers whilst providing a wide range of regulatory compliance tools. The platform empowers Wealth Managers to efficiently manage investments for large numbers of complex portfolios and provide high quality service to their clients. The key benefits include decision-making support for the front office, along with increased productivity via enhanced process automation and straight through processing.

The platform, with its open API ecosystem and data agnostic approach, provides seamless user experience, enriched analytics capabilities, and full transparency between the firm and the end investor. It is deployable in Dion’s Amazon Web Services cloud, a cloud service of the firms choice or on-premises. 

The platform incorporates various new modules and many of its existing award-winning wealth management solutions. One of its key modules, the Investment Manager portal was awarded the ‘Best Investment Manager Application’ at the Goodacre Systems in the City Awards 2018. 

Kean Williams, Managing Director, Wealth & Post Trade Solutions, Dion Global Solutions, 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”. 

Key platform modules include:

Investment Manager portal
Client & intermediary portal
Order Management
Capital Gains Tax
Corporate Actions (CA) Workflow
Asset administration
Management Fees