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Best For Dions award-winning wealth management solution, Wealth Intelligence (WIN) aims to help Wealth Managers, Financial Advisors, Asset & Wealth Management Firms, Stockbroking & financial institutions.Product Details Dion Globals award-winning wealth management solution, Wealth Intelligence (WIN), offers a suite of standalone system agnostic modules for investment management, client interaction, order management, analytics & asset administration, seamlessly integrating with a firms infrastructure and third-party vendors. The omnichannel, easy-to-use and functionally rich modules enable firms to carry out effective and efficient management of client assets whilst adhering to changing regulatory requirementsContact Details Dion Global Solutionshttp://www.dionglobal.comFounded in 1994Located in India
What Are The Deployment Options Of Wealth Intelligence
Installed – Mac | Installed – Windows | Web-Based, Cloud, SaaS | iPhone / iPad | Android
What are the Support Options of Wealth Intelligence
24/7 (Live Rep) | Business Hours | Online
Training Options
In Person | Live Online | Webinars | Documentation
Wealth Intelligence Features
Accounting Management, Benchmarking, Bonds / Stocks, Client Management, Commodity Futures, Compliance Reporting, Fund Management, Performance Metrics, Risk Management
Wealth Intelligence Alternatives
monday.com, NetSuite, ProWorkflow, Wrike, HoneyBook, Striven, Trello, Scoro, SAP Business One
Website
http://www.dionglobal.com
Please note: For any support queries, pricing information, inquiries, or the latest updates, always refer to the official website of Wealth Intelligence at http://www.dionglobal.com.
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