Delio

Solution introduction

A private asset platform built your way

A core solution for sharing opportunities. How it is then used and configured is driven by the needs of each institution

Private asset propositions are key to staying relevent to today's clients; helping attract propsects and improve engagement with existing clients.

Delio's white label platform enables wealth managers to build new private asset propositions or digitise existing ones. We provide all the tools and features needed for an engaging proposition but then configure and customise to the needs of your organistion.

The art is in the delivery and Delio works extensively with partners to ensure clients get more than just a platform.

Headquarters Location

Cardiff, United Kingdom

Main Telephone

+44 2920 647 015

Main Email Address

team@deliowealth.com

Features

  • Intuitive client interface - simple to use interactive client facing portal designed and branded to your requirements
  • Customised engagement - fully configurable engagement processes to present deals in the way right for you and your clients
  • Deal management tools - automated workflow tools mapped in line with your business processes
  • Client management tools - easy to use client management tools 
  • Ongoing reporting - continued engagement with investments 
  • Compliance & governance management - automated client categorisation, tiered offerings, customisable approval workflows and inbuilt governance tools
  • Insightful analytics - in-depth analytics and insights in to client behaviour and interests 
  • External connectivity - syndicate deals across the Delio network through connecting with other platform users

Benefits

  • Increased client engagement - intuitive and engaging client interface to present deal flow in the right way for you and your clients. Build personalised offerings
  • Stronger client relationships - build new propositions to attract and retain clients and use insightful analytics to understand their hollistic wealth preferences 
  • Robust governance controls - configurable compliance and governance tools to build robust and compliant offerings
  • Efficiency - automated workflow tools, efficient reporting, digital document execution and release all reduce administrative burden and save time and money
  • Grow your network - connect and syndicate with wider Delio community to source right deals for your investors or expand your investor reach

Future Developments

In the short term, Delio are focusing on:

  • Upgrading the portfolio management capabilities to provide detailed analysis in to clients private asset portfolios
  • Helping drive engagement for propositions and improving hollistic wealth intelligence for wealth managers 

In the medium term the Delio team are exploring:

  • The use of Artificial Intelligence in order to (1) increase personalisation for investors to encourage activity and experience, (2) to support investors with due dilligence, helping make better informed decisions and (3) creating secondary market liquidity through matchmaking potential investors and potential sellers. 

Key Data

2016
Year launched
251-500
WEALTH MANAGEMENT CLIENTS
1000+
WEALTH MANAGEMENT USERS
Monthly
Release Frequency
Type of Clients
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • External Asset Manager
  • Regional Private Bank
  • Single Family Office
  • View Others View Less
Client Regional Presence
  • Middle East
  • Oceania
  • Western Europe

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