Read our blog about the key compliance considerations to navigate when promoting private market investments

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Delio Core features

Built to cover all aspects of the private investment lifecycle

  • Custom product and user onboarding journeys and sign-offs
  • Audit and activity logs across all activities, tracked and logged
  • Permissions, roles and groupings configured for user workstreams including conditional transaction workflow steps
Delio Core approvals and internal workflow management for private markets
  • Configurable, unified experience for client education, distribution and reporting across the private investment lifecycle
  • Investor relations, investment preferences and curated offerings segmented by client type, jurisdiction and permissions
  • Standalone or seamlessly integrated into broader client experience – end-to-end or modularised
Digital white-labelled client experience for alternative assets
  • Tailored onboarding journeys across multiple regulatory jurisdictions with service support to ensure compliance
  • Integrated KYC/AML solutions in platform, fully digitised
  • Investor classification functionality by group, individual and institution, adaptable to changing regulatory requirements
Compliance and investor onboarding tools for private markets
  • Transaction management workflow builder with plug-in integrations and market-leading configurability
  • Pre-populated subscription forms, custom data capture and processing for digitally native transacting
  • Document management, watermarking, bookbuilding and analytics within a secure and centralised digital hub
Documents, subscription and transaction management for alternative investments
  • Calculation and visualisation of investor holdings
  • Configurable document generation for distribution notices, capital calls and branded valuation reports
  • Multiple asset types, structures and currencies with straightforward data import/export
Private markets investor reporting and portfolio management
  • API integrations with existing Delio partners
  • Custom API solutions via Delio Plus
  • Migrate historic data from legacy systems and applications
Data migration and API connectivity for private markets products
Delio Core approvals and internal workflow management for private markets
Digital white-labelled client experience for alternative assets
Compliance and investor onboarding tools for private markets
Documents, subscription and transaction management for alternative investments
Private markets investor reporting and portfolio management
Data migration and API connectivity for private markets products

We're here to help

Get in touch to find out how Delio Core can enhance your private markets client experience.

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Book a demo

Book a demo today to find out why many of the world’s most respected financial institutions choose Delio to help them do more for their clients in private markets.

We power primary and secondary capabilities for distributors and manufacturers across the ecosystem for both direct and fund investment strategies.


Strategies

  • Private Equity
  • Private Debt
  • Real Estate
  • Social Impact
  • Real Assets
  • Infrastructure

Client types

  • Alternative Fund Managers
  • Deal Clubs
  • Family Offices
  • Global Financial Institutions
  • D2C Marketplaces
  • Placement Agents
  • Service Providers
  • Social Impact Organisations
  • Wealth Managers

Private markets in wealth management

Our report explores how changing global dynamics have impacted the wealth management sector, from increased client demand to digitisation of private markets.

Download your copy Private markets in wealth management report

Download your copy

As client demand for alternative assets reaches new highs, are wealth managers in danger of being left behind?

We’ve conducted research to explore how changing global dynamics have impacted the wealth management sector.

This report covers:

  • The view from the industry
  • Satisfying customer demand
  • The challenges facing wealth managers
  • Digitisation of private markets