Delio

Giving your clients and distributors the best experience

Offer your clients and distributors a powerful portal branded to your organisation
The platform is fully customisable and configurable and works seamlessly across co-investments and funds. One end to end toolkit designed to work around you.

Reach new capital
Leverage Delio’s network of private banks, wealth managers and family offices to unearth new sources of capital for your funds as well as co-investment opportunities.

Strengthen relationships with distributors and intermediaries
Make working with intermediaries easier. Digitally share fund and reporting information for them and their investors in a straight forward but highly controlled manner.

Originate diverse private investments
Leverage the Delio network to unearth new opportunities while driving efficiency through deal pipeline and review tools for all of your origination sources.

Analyse behaviour and preferences
Access insightful analytics to measure deal performance and better understand your clients and their preferences, so you can drive engagement and better shape your proposition.

 

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Giving you control and efficiency

Robust governance, compliance and onboarding
Flexible and configurable toolkit for investor classification, appropriateness tests, KYC – digitise HNW certifications and automate renewals. Full suite of internal governance tools ensures your compliance obligations are seamlessly handled.

Digitise workflows and strengthen engagement
Digitise investor onboarding, subscriptions and post investment documentation to improve client experience, raise funds quicker and lower the cost of your operations.

Streamline your reporting
Seamless ongoing reporting tools mean you can share data with distributors and provide clients with a consolidated personalised portfolio view, including tax relief.

Join a connected ecosystem
Share deal flow and collaborate seamlessly with existing partners and build new relationships. Underpinned with the same technology, independent platforms can connect and collaborate. See Delio Connect.

Delio

Giving you the Delio touch

Access ongoing support and training
We pride ourselves on building strong and supportive relationships through our industry leading support service.

Leverage our in house experts
With extensive knowledge of global financial institutions. Delio goes beyond technology, offering consultancy and project management.

Account management
Because your Delio platform is bespoke to you, you'll have a designated account manager on hand, ensuring you understand the platform and reap all its benefits.

Agile and flexible
Your platform can be configured your way, mirroring your in-house workflows and developing as you need it to.