Solution introduction

Your integrated, white-labelled private market proposition

Digital tools that transform how financial institutions and their clients originate, distribute, transact and report on private market investments

The Delio Platform enables your organisation to offer a digital, white-labelled private market proposition that covers the entire investment cycle. Origination, distribution, transaction and reporting are integrated seamlessly enabling users to scale their private market offering quickly, efficiently and compliantly. Meanwhile, your clients benefit from 24/7 digital access to your private market offering and the latest investment opportunities.  

As well as this, the Delio Platform benefits from an investor reporting tool that 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.

Originate
Create, manage and list internal and external deals more effectively, creating a central hub of segmented investment opportunities that can be viewed 24/7.

Distribute
Share and promote investment opportunities quickly, transparently and compliantly, connecting the right clients with the right opportunities.

Transact
Digitise your investment transactions stage by stage to demonstrate activity, manage pipelines, sign documents and track compliance.

Report
Use integrated analytics and reporting tools to present consolidated portfolio views, understand client preferences and engage with them more effectively.

TechTalk - Private Markets matter to your clients… and they should matter to you.

Client Engagement & Management, Data Management & Analysis, Digital Platforms & Tools, Investment Platforms & Tools, Proposition Design, Development & Delivery

22/03/2021

David Newman, CCO and Co-Founder of Delio, will explain why wealth managers are adapting their proposition and client experience to make the most of the opportunity....

Delio: How should a wealth manager launch a private markets proposition?

Client Engagement & Management, Proposition Design, Development & Delivery

14/01/2021

Highlighting Delio's recent report on digitising private markets

Business Strategy & Advisory, Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting

12/01/2021

Delio's target wealth manager client types and the benefits of its offering

Client Engagement & Management, Data Management & Analysis, Digital Platforms & Tools, Investment Platforms & Tools, Proposition Design, Development & Delivery

07/01/2021

An introduction to Delio and the firm's solution offering to UK wealth managers

Client Engagement & Management, Data Management & Analysis, Digital Platforms & Tools, Investment Platforms & Tools, Proposition Design, Development & Delivery

05/01/2021

Features

  • Deal sharing
    Add deals simply and quickly using an intuitive and customisable workflow that reflects your processes.
  • Document management
    Digitally store all documents and media relating to each stage of the private investment lifecycle
  • Investor outreach
    Target investors with the right deals at the right time using dynamic data filters.
  • Platform analytics
    Gain instant insights into how your clients are interacting with the platform.
  • Transaction management
    Manage all aspects of the investment lifecycle digitally through the platform.
  • Post-deal management
    Access a comprehensive suite of reporting and analytics tools designed specifically for private markets.

Benefits

  • Improved efficiency through configurable, automated workflows
  • Configurable, graphically rich dashboard reporting
  • Upload, assign and share documentation at the click of a button
  • Update investment data with configurable KPIs to create tangible performance metrics
  • Increased pipeline transparency for clearer reporting
  • White labelled to provide a seamless user experience
  • Real time analytics to enhance your proposition
  • Define and segment client investments for clearer reporting
  • Integrated communications tools that support targeted deal sharing

Key Data

Year launched
2015
PRICING
  • Licence
Implementation Methods
  • Hosted (public cloud)
  • Hosted (private cloud)
  • On-premise
  • On-premise or hosted
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

Delio Private Markets Technology

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