Australia - Technology provider Dion Global Solutions has deployed its new advisory front end tool, TradeCentre, at Australian financial services company Hartleys Ltd.
The single application includes order management capabilities and instant access to client data through its customer relationship management functionality. The platform includes integration to live news feeds and social media within a single user view. TradeCentre integrates with any third party back office and can be deployed across a range of technology platforms, including smart phones and tablet devices. TradeCentre has been accredited by ASX and Chi-X.
Commenting on the solution, Charlie Ransom - CEO, Hartleys, said, "With ever increasing competition and decreasing trade margins, the industry requires a solution that is technically advanced and helps cut costs. I was impressed on both counts with TradeCentre. It provides the functionality our business requires and gives advisors the flexibility to work as they want. Dion has done an impressive job in terms of deployment and support of our business. I look forward to a long lasting relationship with them."
Joe Nash, Managing Director - Asia Pacific, Dion, said, "We are very pleased to launch TradeCentre today and to announce that Hartleys is TradeCentre's first live client in the country. TradeCentre was designed to enhance the trading experience for the Advisor by providing them with a powerful tool to make quicker trading decisions and better service their customers. And with access to customer account details via back office system integration, advisors now have instant access to all the relevant information required to trade more effectively. TradeCentre is a highly flexible tool that empowers Advisors to configure the trading screen according to their viewing preferences and requirements. It is simple, scalable and offers a better trading outcome with a significant reduction in the total cost of ownership."
He added, "Hartleys' and Dion's relationship spans many years and we are proud to work with the team at Hartleys."