Blankstone Sington selects Dion Global Solutions’ client portal
10th Apr 2019

Blankstone Sington, an independent Investment Management and Stockbroking firm in Liverpool, has selected Dion Global Solutions’ Client Portal. The portal is part of Wealth Intelligence (WIN) platform of the company.

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.

Dion Global Solutions is engaged in providing Capital Market Solutions, Information Security consulting, backup management services, Enterprise IT Solution, Trading Solutions, Vendor Management Services and Banking & Financial Service solutions.