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18 April, 2024 15:11 IST
Dion Global Solutions, Fincast enter into operating partnership
Source: IRIS | 24 May, 2017, 11.29AM
Rating: NAN / 5 stars.
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Dion Global Solutions and Fincast Pty, announced the availability of their integration and operations partnership, which allows clients of Fincast's cutting edge goal based advisory and portfolio modelling platform to obtain account and holding details from Dion's rapidly expanding TradeCentre platform, perform guided modelling of the portfolio and then automatically generate trades based or agreed investment models and investor's preferences, greatly streamlining implementation and back office operations for Fincast's and Dion's clients.

Further, Dion and Fincast have created an operating partnership which sees accelerated improvements in productivity and cost savings for clients through the consolidation of the infrastructure and operations for the SaaS versions of our respective platforms. Dion's TradeCentre and Fincast are Jointly available on AWS and henceforth clients may choose to operate the applications using a shared infrastructure and operations team across TradeCentre and Fincast.

Fincast's leading goal based advisory and portfolio management platform allows wealth managers and advisors to easily and rapidly design, build and manage their own tailored portfolios, utilizing institutional grade forecasts and optimization algorithms, which adapt to market conditions. Fincasts' applications help advisors guide clients through fact finding, risk profiling, asset allocation and portfolio tailoring. Seamlessly integrating the latest analyses, Fincast positions advisors firmly at the centre of the advice process by providing a unified view of all their client's assets, regardless of whether advice is provided on those assets.

Shares of the company declined Rs 0.8, or 1.29%, to trade at  Rs 61.00.  The total volume of shares traded  was  210 at the BSE (11.18 a.m., Wednesday).



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