Portfolio reporting for effective investor relations
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Disparate data sets, various sources of information and an over-reliance on manual, back-office processes often means that achieving ‘one true view’ of 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.
Internally, many financial institutions also struggle to generate the tangible management information that underpins the success or failure of their private markets offering. Collating information, consolidating data and presenting the results in the form of key performance indicators takes hours and sometimes days per month – time that could be spent more productively growing your business.
Delio 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.
Integrated analytics and reporting tools will transform the way in which you collate management information, with reports being generated a matter of seconds. Meanwhile, easier access to the key data that underpins business performance will enable you to quickly understand client preferences and engage with them more effectively.
We combine quantitative information with our commercial and regulatory insight to solve your private markets challenges
Their team has been super responsive and available for our every request. The technology has been crucial to helping drive deal activity within our investor base.
Delio's experienced team can help to build, enhance or scale the way you present private markets to your clients.
