Overview
Dion Global Solutions
Keeping track of multiple investments’ performance and consolidate all the investments in a single location for quick and easy access is a huge time-consuming hassle. Dion’s intelligent Portfolio Tracker is designed to help investors manage their investments across multiple asset classes with a simple and easy to use online platform. Thousands of investors and financial advisors in India now use Dion’s Portfolio Tracking and Reporting tools to manage and analyze their investment portfolios across different asset classes, such as Equities, Mutual Funds, FDs, Loans, Real estate, derivatives, borrowings, and commodities etc.
Media
Core Features
Stock Portfolio Management Features
  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Tax Management
  • Watchlists
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Windows
  • Mac
  • Linux
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
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