EFG Harris Allday picks Dion front office solution
UK private client stockbroker EFG Harris Allday has picked a front office solution called Portfolio from Dion Global Solutions to support its advisory, discretionary and execution-only business.
Portfolio will integrate with EFG Harris Allday’s banking system, and is meant to improve efficiencies, including by reducing manual processing.
The solution means users can create, route and execute orders from a single view of either individual clients or bulk orders. Other capabilities such as pre-trade vetting are intended to help users meet regulatory requirements.
Integration of Portfolio to EFT Harris Allday’s back office took four months to live status.