Delio is a white label digital infrastructure for private banks and wealth managers, helping to connect private investments with high net worth, ultra high net worth, and family office capital. We provide a digital toolbox and distribution platform for private asset solutions - design your proposition, showcase your deals, and streamline your processes, all within a structured and compliant offering.
The Delio platform is designed to work seamlessly straight out of the box or can be configured to create a bespoke infrastructure that’s exactly right for you, your stakeholders, and your clients.
Giving your clients and stakeholders the best experience
Offer your clients a powerful portal branded to your organisation
A self-curated portal to support all your private asset activities. The platform is fully customisable and configurable. It works exactly as you want.
Originate diverse private investments
Leverage exciting internal and external deal flow. Collaborate between internal service lines, digitise relationships with existing origination sources, and build new relationships through DelioConnect.
Distribute investments your clients want to see
Captivate clients by guiding them towards asset classes and sectors they favour.
Analyse client 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.
Giving you control and efficiency
Manage compliance and governance
Digitise compliance processes such as professional opt-ups, HNW/SI declarations, suitability, product approvals and automated renewals. Ensuring a robust governance framework where the right clients see the right opportunities.
Digitise workflows and strengthen client engagement
Drive efficiency and lower your costs through digitising and automating many of the inefficient paper based workflows involved in the end to end process of originating, distributing and transacting on private assets.
Streamline your reporting
Seamless ongoing reporting tools mean you can provide clients with a consolidated portfolio view, for investments both on and off-platform.
Multi-jurisdictional and service line control
Designed to operate seamlessly across booking centres, our infrastructure comes with the built in flexibility to accommodate different onboarding processes, local regulatory regimes and wall-crossing.
Giving you the Delio touch
Leverage the expertise and experience of the Delio team to help shape your private asset proposition, we are on hand to help design governance structures, commercial models and much more.
Enterprise grade architecture and delivery
Having delivered to many leading banks, we bring our experience to ensure a smooth project delivery and a robust technology suite.
Access ongoing support and training
We pride ourselves on building strong and supportive relationships through our industry leading support service.
Agile and flexible
Your platform can be configured your way, mirroring your in-house workflows, while our technology continues to improve in line with your evolving needs.