The Client Portal is provided and hosted by Dion as part of their Wealth Intelligence (WIN) platform.

Blankstone Sington and Dion have worked in partnership together since 1994, with the firm already benefiting from full front to back office solutions provided by Dion as part of their platform of Wealth Management modules. Dion announced their launch of the Wealth Intelligence platform in March 2018 and followed this up with the official unveiling at their Annual Wealth management Conference in September. The Wealth Intelligence platform is hosted on Amazon Web Services (AWS) and is a modular, data source agnostic solution providing a great deal of flexibility to user firms.

Blankstone Sington will roll out the Client Portal to all of their clients and intermediaries. The portal works seamlessly with the rest of the WIN platform and is built on latest technologies and integration tools allowing it to communicate with external data sources too. The widget-based portal can be configured by the firm to their preferred branding as well as that of an intermediary if preferred. Screen layouts can be tailored at a firm or individual investor level. Accessibility on the move is empowered by the omnichannel delivery via tablet or mobile phone.

The portal allows end investors to view their portfolios and investment activity at a glance as well as to take advantage of reports being delivered in PDF form saving on paper and postage unless that is a preferred option. Investment Managers also have the facility to communicate with their end investors.

Neil Turner, Chief Executive Officer at Blankstone Sington said “We are excited to be able to offer our clients the opportunity to view and retrieve information relating to their Investment activity electronically. Whilst we retain our core values of bespoke and face to face services to our clients, we also recognise that our investors want to use modern communication methods too. Dion has raised the bar with their Wealth Intelligence platform and our trusted relationship with them makes it easy to select them to provide further services to our firm”.

Kean Williams, Chief Operating Officer at Dion Global Solutions commented “We are delighted that Blankstone Sington have launched our Client Portal to their end investors. We have invested heavily in this area recently having offered a portal to our firms for over 10 years now and see this part of our Wealth Intelligence platform as an exciting opportunity for us in the Wealth space. We have recently signed up another leading name to the portal and will be announcing this launch shortly. Working with Blankstone Sington is an absolute pleasure and we look forward to continuing our partnership in future years”.