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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
Delio Core approvals and internal workflow management for private markets
  • Configurable, unified experience for client education, distribution and reporting
  • 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 
  • Document management, watermarking, bookbuilding and analytics
Documents, subscription and transaction management for alternative investments
  • Calculation and visualisation of investor holdings
  • Document generation for distributions, 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

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Book a demo today to find out why many of the world’s most respected financial institutions, including the likes of Barclays and Coutts, put their trust in us.

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 client demand to digitisation.

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