Launch new products and propositions across asset classes in line with investor demand
Reduce access minimums to broaden investor participation and increase reach
Aggregate investors into alternative investment products more efficiently
Retain client AUM within selected vehicles as part of broader client offering
Increase operational efficiency and raise more capital through digitised client experience
Create uniform processes for investors to increase transaction efficiency
Streamline investor onboarding, subscription and reporting through a single provider
Digitise investor KYC and AML processes to reduce investment risk and ensure compliance
Create customised investment structures to drive product innovation and new opportunities
Our report explores the transformative impact investment vehicles are having on the market, and delves into their pivotal role in bridging the gap in democratisation and innovation.
As investors’ appetite for alternative assets has grown consistently over the last decade, the industry has been left with little choice but to react. For many, white-labelled investment vehicles provide a viable solution.
We’ve explored this evolution in detail and analysed how investment vehicles are making an impact on private markets in our latest report, covering:
· The democratisation of private markets
· How is the industry creating better access to private markets?
· Investment vehicles: What they are and what do they do?
· Case Studies: Investa Solutions & Bolt Angels
“As you only really have the end product in place once you’ve done the structuring, it made sense to hand this over to Delio’s team who have decades of experience in this area. Being able to digitise and deliver the structuring process through the platform was also a great benefit.”
CEO and Founder, Investa Solutions
Delio can support numerous aspects of your proposition, recognising your needs may go beyond that of a traditional technology provider. Find out more about how else we can support you in enhancing your proposition, removing operational overheads and giving you the time to focus on your clients.
As an FCA regulated firm, Delio has designed a regulatory support service that can be seamlessly embedded into your platform’s day-to-day operations.
As part of our regulatory coverage, Delio will be accountable for undertaking the regulated activity of “arranging deals in investments” on your behalf and act as a ‘bridge’ for firms seeking direct authorisation or to professionalise their operation.
Our team of experts are ready to start designing an investment vehicle solution tailored to you.
Book a consultation with our team of experts who will be able to provide expert guidance on the investment vehicle that suits your requirements.