Delio private markets technology enables your organisation to offer a digital, white-labelled proposition that covers the entire investment cycle. Origination, distribution, transaction and reporting are integrated seamlessly enabling users to scale their alternative investment offering quickly, efficiently and compliantly. Meanwhile, your clients benefit from 24/7 digital access to your private market offering and the latest investment opportunities.
As well as this, the Delio Platform benefits from an investor reporting tool that helps financial institutions to digitally generate a transparent, holistic and consolidated view of their clients’ private market investments. The days of manual data collation, spreadsheets and sub-standard client reports are over - look forward to automated workflows, real-time KPIs and graphically rich information that you can tailor to your own specification.
The Delio technology elegantly solves the challenges typically associated with private market investments.
Deliver curated opportunities in an engaging manner to your clients, tailoring and segmenting distribution based on investor preferences and their regulatory profile.
Improve operational efficiency and say goodbye to manual, time consuming processes.
End your reliance on disparate data stored in multiple locations. Consolidate your private markets data to create a holistic view of your clients’ investments, share information and generate reports that add value for key stakeholders.
Improve your process governance through configurable workflows, document management and digital sign-off.
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We use Delio private markets technology to run both our direct investment and EIS services, helping us to scale these propositions for our clients.
Need support with your private markets offering? Challenge us to find a solution
Book a demo today to find out why many of the world’s most respected financial institutions, including the likes of Barclays, ING and Coutts, put their trust in us.