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The private market offerings of many financial institutions are often underpinned by highly manual, inefficient and disconnected processes. This often means that they struggle to distribute investments effectively to their clients and can’t generate meaningful management information, while also delivering a below-par investment experience for their clients.   

The Delio Core platform solves all of these operational challenges. It digitises the entire private investment lifecycle, with origination, distribution, transaction management and reporting being integrated seamlessly into one continuous workflow. At the same time, real-time insights and sophisticated investor profiling tools ensure that clients only receive access to opportunities that meet their personal interests or regulatory preferences. Your white-labelled platform also enables highly configurable institution to institution opportunity sharing, enabling you to scale your distribution to a global audience quickly, efficiently and compliantly.

Say goodbye to slow, manual processes that frustrate you and your clients. Say hello to digitally automated workflows that deliver real insights and a highly personalised investor experience.

How Delio adds value

We combine digital tools and industry expertise to create holistic private markets solutions.

  • Integrated communications tools that support targeted investment sharing
  • Configurable, graphically rich dashboard reporting
  • White-labelled to provide a seamless investor experience
  • Real-time analytics to enhance your proposition
  • Configure investment workflows around your own processes
  • Personalise the investor experience through profiling tools
private markets deal distribution

The platform is built specifically for our needs – it’s designed for engaging an audience with deals and that’s hugely important for us.

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Roderick Beer Managing Director at UKBAA

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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.