Invantage
Invantage is Dion Global’s award-winning wealth management platform offering modular tools for investment, order management, analytics, and client engagement. It integrates with existing systems, helping firms manage assets efficiently while ensuring regulatory compliance.
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Invantage Overview
Invantage, by Dion Global, is an award-winning wealth management solution designed to streamline investment operations and client engagement. Its Wealth Intelligence (WIN) platform includes modular, system-agnostic tools for investment management, order execution, analytics, client interaction, and asset administration. Seamlessly integrating with existing infrastructure and third-party vendors, Invantage enables financial firms to manage client assets more efficiently while staying compliant with evolving regulatory requirements. With its omnichannel accessibility and user-friendly, feature-rich design, Invantage enhances productivity and ensures a flexible, future-ready wealth management experience.
Features
Investment Management
Client Interaction
Order Management
Analytics and Asset Administration
Invantage Pricing Overview
Invantage Score
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FAQs
Invantage is an award-winning wealth management solution developed by Dion Global Solutions. It offers a suite of standalone, system-agnostic modules for investment management, client interaction, order management, analytics, and asset administration.
Invantage is designed to assist wealth managers, financial advisors, asset and wealth management firms, stockbroking companies, and other financial institutions in managing client assets effectively while adhering to regulatory requirements.
Yes, Invantage offers a suite of standalone, system-agnostic modules that can seamlessly integrate with a firm’s existing infrastructure and third-party vendors, allowing for customization to meet specific business requirements.
Dion ffers various training options, including live online sessions, in-person training, documentation, and webinars. Support is available 24/7 through live representatives and chat.
Invantage’s modules are designed to enable firms to manage client assets effectively while adhering to an ever-changing regulatory landscape, ensuring compliance and high-quality service delivery.
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