Delio

Solution introduction

A private asset platform built your way

A core solution for sharing opportunities. The requirements of each institution will drive the configuration and how the platform will be used

Private asset propositions are vital for staying relevant to today's clients; helping attract prospects 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 necessary to create an engaging platform which can be configured and customised to the needs of your organisation.

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

Solution provider video: A video introduction to Delio and its platform

Investment Platforms & Tools, Portfolio Build, Analysis & Reporting Tools

11/10/2017

Cardiff-headquartered private asset platform provider, Delio, provides a video introduction to its solution, highlighting: How its platform can help firms differentiate and attract new clients Increase engagement with existing clients Support overcoming the......

TWM video interview: An introduction to Delio (Part 2)

Client Engagement & Management, Digital Platforms & Tools, Investment Platforms & Tools

22/06/2018

TWM video interview: An introduction to Delio (Part one)

Client Engagement & Management, Digital Platforms & Tools, Investment Platforms & Tools

04/06/2018

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
E
asy 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 into client behaviour and interests

External connectivity
Syndicate deals across the Delio network through connecting with other platform users

Benefits

Increased client engagement
I
ntuitive 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 holistic 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
C
onnect and syndicate with the wider Delio community to source right deals for your investors or expand your investor reach

Key Data

Year launched
2016
WEALTH MANAGEMENT CLIENTS
251-500
WEALTH MANAGEMENT USERS
1000+
Release Frequency
Monthly
Implementation Methods
  • On-premises
  • Cloud-hosted
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

Delio

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