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Siloed data, no ‘one true source’ of information, and an over-reliance on manual, back-office processes often means that achieving genuine insight into a client’s portfolio is easier said than done. This creates regulatory risk, generates a significant administrative burden, and limits the quality of information you can share with your clients.

Delio Core solves these problems by enabling you to generate real-time reporting through highly configurable analytics. This allows you to focus on the more important information and help you to better understand your clients’ priorities, instigate more valuable commercial conversations, and strengthen your relationship with them.

How Delio Core adds value

Enjoy real-time access to the management information and data you need to make informed decisions

Private markets portfolio management and reporting

Delio's staff have been very accommodating in building the platform to our requirements, demonstrating a deep understanding of the industry and our needs, and they continue to support us post-implementation.

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John Stenhouse Business Support Manager, Angels@Essex

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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, SMTB and Coutts, put their trust in us.