Delio launches Vaults functionality to power B2B2C distribution of private market investment opportunities
- White-label private market infrastructure provider Delio has launched ‘Vaults’, a platform connectivity concept that enables firms to syndicate deals with selected industry partners, across wider ecosystems, or as part of a B2B2C distribution strategy
- Vaults helps financial institutions to distribute deal flow from one white-labelled platform to another while enhancing operational efficiency and reducing regulatory risk.
- The new functionality is part of Delio Core, the highly configurable, white-labelled private markets operating system used by more than 65 financial institutions around the world.
Delio, the financial technology firm that digitises the private market strategies of leading financial institutions, has launched its new Vaults functionality as part of the flagship Delio Core platform.
Vaults enables financial institutions to syndicate deals to selected industry partners, across wider ecosystems, or as part of a B2B2C distribution strategy, all whilst enhancing operational efficiency and reducing regulatory risk. This seamless connectivity means that firms can easily create private distribution networks across a unified digital infrastructure.
Using a hub and spoke model, Vaults enables firms to centralise and distribute deal flow to their partners through white-labelled sub-platforms. There are two core distribution mechanisms available to firms: Hub and Spoke and Private Vault.
Hub and Spoke allows a central platform to control distribution within the network, dictating rules for sharing products within the private consortium. Alternatively, the Private Vault model establishes a centralised repository that enables participants to push and pull curated products to other platforms for distribution.
These B2B2C models empower institutions to establish their own white-labelled, end-to-end distribution channels, granting them the control and flexibility to mirror or customise operational processes and provide tailored client experiences.
Gareth Lewis, chief executive of Delio, believes Vaults offers a solution to one of the biggest challenges facing private markets participants.
“Delio’s mission is to help financial institutions to overcome the distribution and reporting challenges associated with private markets and participate in the continued opportunities that exist within the space.
Our technology and investment vehicle solutions are already powering the strategies of some of the world’s leading banks, wealth managers and investment firms. Vaults represents the next phase of this evolution; it will enable the interconnectivity of firms that want to collaborate and syndicate deal flow, while maintaining their own white-labelled client experience.
Many organisations are proactively looking to form partnerships with other private markets players in order to source more interesting deal flow for their clients. Thanks to Vaults, Delio Core now offers these firms the opportunity to collaborate more effectively while retaining complete control over their distribution network.”
For more information on Delio Core and the Vaults functionality, visit deliogroup.com/products.