Introducing Delio Core OS

Modularized and deployed on a turnkey or bespoke basis

Front-ends

Meet your customer in the right channel, in the right way. Core OS is built to power configurable white-label user experiences across devices, either direct to the end client or via the advisor, depending on use case.

With market leading customization options, you can segment your distribution channels and tailor investment journeys in line with your requirements. Our solution can function as standalone, or embedded within a broader user experience and covers both pre- and post-investment activities.

Workflows

Use existing data and logic to deploy self-serve, low-code workflows configured to your individual needs, that can easily be updated as your proposition evolves.

Delio’s flow-builder module is embedded throughout our technology, removing the need for fragmented point solutions. Core OS unlocks end-to-end delivery of streamlined process optimization across the alternatives – digitizing onboarding and client suitability across regulatory jurisdictions, product governance, transaction processing and post-trade activities such as capital calls, distributions and secondary trading.

Forms

Automate the creation of forms and documents, using AI tools to digitize pre-existing elements for accuracy and efficient execution.

Form builder allows for your subscription and reporting processes to be digitized – saving time, money and enabling focus to be directed to the areas of your business that drive revenue. Our form builder tool kit can be set up to capture any data points required throughout the lifecycle, as well as being used to enable the build out of custom reports that can be generated at the click of a button and distributed with minimal manual overhead.

Reporting

Core OS delivers client reporting in line with your ways of working. Leverage custom workflows and calculation engines alongside flexible reporting UIs and dashboards to deliver a single source of truth for your end clients, along with the books and records needed for internal teams and any regulatory responsiveness.

Our reporting modules can be deployed standalone, as the glue that aggregates data from elsewhere, or as a means to uplift the UI of legacy systems without significant investment in migrating away from heavily embedded middle office tools and accounting systems.

Data

Moving away from heavily manual tools and fragmented point solutions in favor of developing a digital experience creates the pathway to a new age of relevant analytics and data around investor sentiment.

As more data becomes available and the market evolves, this can be coupled with other data sets and leveraged within Core OS or fed into other tools and systems to support things like benchmarking and research – or presented back to advisors enabling them to enhance understanding, add value and improve client service.

AI

The unique value of Delio’s AI is that we’re not starting from scratch – with a decade already spent digitizing the core workflow infrastructure needed to build on.

Navigate Core OS, ingest documents and data, find key information, automate tasks and be in the know when it comes to what needs to be done next. Our agentic AI tooling is embedded within our configurable workflows, combining the two to help reduce administrative burden and ensure resource is focused on the most value-add activities.

APIs

Delio APIs enable you to bridge various product channels, data sets and systems through Core OS to enable your infrastructure to work seamlessly.

Existing technology stacks can be integrated to provide scalable, end-to-end alternative investments infrastructure within your broader client experience. We’ve devoted our time, attention and energy into catering for the nuances of private markets via configurable, low code workflows so you don’t have to. 

See some of Delio’s API documentation here.

Connectivity

Our infrastructure caters for creating ecosystems of interconnected white-label platforms to securely facilitate the sharing of investment opportunities across internal and external channels.

Our connected infrastructure solutions can be used for multi-firm interoperability, B2B2C distribution, navigating differing workflow needs across international markets and enabling Delio clients to offer their partners integrated product plus technology solutions out of the box.

Security

Delio is ISO 27001 certified and used by some of the world’s leading financial institutions around the world. 

Since day one, we’ve built our technology and infrastructure around the needs of these customers, understanding that individual nuances and non-functional requirements need to be catered for. Our technology stack can be deployed in line with your requirements, with dedicated delivery resources on hand to support your project, big or small.