Whether you want to share a new deal to your whole client base, or introduce a specific opportunity to an exclusive group of investors, Delio's private markets technology offers you the flexibility to do so. Tailored distribution lists allow you to target your communications based on investor or deal criteria to ensure a laser focussed approach to client relations.
Your platform will help you to mitigate the traditional governance challenges associated with private markets deal distribution. Sophisticated deal classifications add greater control to your operational workflows and build confidence in the robustness of your regulatory process at all stages of the investment lifecycle.
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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, ING and Coutts, put their trust in us.