Technology
EFG Harris Allday Goes Live With Dion’s Portfolio Front Office System

Private client stockbroker EFG Harris Allday has gone live with the Portfolio front office system from financial technology provider Dion Global Solutions . The standalone system will provide decision support for investment strategies and trade execution while reducing the risks associated with manual processes.
Portfolio offers advanced modelling capabilities, including drift analysis and full pre-trade vetting and can ensure regulatory requirements and client mandates are adhered to. The system can support EFG Harris Allday across its advisory, discretionary and execution-only business and integrates with the firm’s banking systems.
“Our investment management and stockbroking services are based on the quick and efficient execution of well-informed investment decisions. Using Dion’s Portfolio solution we can do this much more effectively,” Ron Treverton-Jones managing director, EFG Harris Allday said in a statement.
EFG Harris Allday is the twelfth client to go live on Portfolio.