Wealth Intelligence

With the help of Blockchain Congress USA, learn about Wealth Intelligence, its features, pricing information, popular comparisons to other Business Management products and more. Still not sure about Wealth Intelligence? Check out alternatives .

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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