Delio Core enables you to manage all stages of the investment lifecycle through one centralised digital hub. You can configure and automate all operational workflows to reflect or enhance your existing internal processes, with clear milestones and notifications helping to ensure that each stage of the transaction is completed seamlessly. Every internal user and investor action is tracked across the platform in real-time, creating data-rich insights that improve your understanding of deal engagement and client behaviour.
From an investor perspective, process automation encourages them to take the initiative throughout their investment journey, while offering a clear view of what progress has been made and the steps that need to be completed. Each stage, request and decision is tracked digitally to enable a clear and auditable view of each transaction, saving reporting time and enhancing regulatory governance.
We combine digital tools and industry expertise to create holistic private markets solutions.
Delio’s platform is the technological base from which we will build our ecosystem. The configurability that is available is perfect for us, as it allows us to tailor our platform to reflect VDK’s vision.
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Book a demo today to find out why many of the world’s most respected financial institutions, including the likes of Barclays, SMTB and Coutts, put their trust in us.