Wealth Intelligence

Wealth Intelligence (FREE)

by Dion Global Solutions

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What is Wealth Intelligence ?

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 requirements

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About Wealth Intelligence

Wealth Intelligence is owned by Dion Global Solutions . Head Quartered in India. Dion Global Solutions was founded in the ---- Wealth Intelligence product is 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 requirements . Some notable features that are mentioned by Dion Global Solutions, are Risk Management Performance Metrics Fund Management Compliance Reporting Commodity Futures Client Management Bonds / Stocks Benchmarking Accounting Management . On ClickFQ, Wealth Intelligence is rated with ClickFQ Score of 0.0 . To know more about ClickFQ Score click here . Top cometitors of Wealth Intelligence are .