Private client stockbroker EFG Harris Allday has implemented Dion Global Solutions' Portfolio software in its front office environment.
Portfolio combines execution management with further capabilities such as risk modeling, and integration with EFG Harris Allday's banking system. Drift analysis and pre-trade vetting functionality are also included, aiding with compliance obligations. EFG is the twelfth client live on Portfolio.
"Our investment management and stockbroking services are based on the quick and efficient execution of well-informed investment decisions," says Ron Treverton-Jones, managing director at EFG Harris Allday. "Using Dion's Portfolio solution we can do this much more effectively and its robust yet sophisticated infrastructure provides exactly what we need to support and enhance our front office."
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