Delio Launches ‘Core Lite’ to Improve Digital Client Experience in Private Markets
Until now, boutique financial firms looking to build and digitise their private market investment programmes have faced costly and complex hurdles, often due to less internal resources when compared to some of their larger peers. Delio, a leader in flexible white-label private markets operating systems, is looking to change this with the launch of Delio Core Lite, a self-serve, light-touch modularised solution designed to help smaller firms digitise their private market offerings and open up the potential for a more well rounded client experience.
Designed as an entry point into the Delio ecosystem, Core Lite enables boutique wealth managers, GPs, distributors and investment service providers to compliantly offer investment products to their client base, agnostic of origination channel. With industry expectations for seamless technology-driven experiences rising, the platform offers an intuitive and cost-effective solution for firms looking to take the first step in building new capabilities or modernising their existing private market propositions.
Furthermore, the modularised nature of the Delio Core operating system enables “hub and spoke” solutions to be delivered via Core Lite, helping distributors unlock B2B2C channels. This solution can be further utilised to help service providers deliver multi-platform infrastructures that enable clients to have their own white-label capability within an interconnected ecosystem for the sharing of data and managing large volumes of clients within a consistent framework.
Gareth Lewis, Founder and Co-Chief Executive of Delio commented:
“Our mission at Delio has always been to empower firms of all sizes to prepare for the future of private markets. The launch of Core Lite is another needed evolution of our model that encourages digitisation across the industry. Our technology has been built in a way that enables us to serve the industry in a highly collaborative and flexible manner, irrespective of type of firm and how they wish to operate. By applying this capability within a light-touch version of our operating system, we’re helping firms optimise investor engagement, and laying the groundwork for greater standardisation and efficiency across private markets.”
Delio Core Lite is the prelude to DelioConnect, a broader industry-wide initiative designed to foster collaboration and connectivity across private markets. DelioConnect will build on the adoption of Delio Core Lite, creating an adaptive, decentralised ecosystem where firms can seamlessly interact, share insights and standardise distribution across their partner ecosystem.
