Delio Core - Private Markets Technology

About

Delio Core is a modularised, white-labelled platform that enables financial institutions to significantly improve how they distribute, manage and report on private markets.

Acting as an end-to-end digital infrastructure for all of your private markets activity, Delio Core is configured around your specific operational, commercial and regulatory needs. This means that deal origination, distribution, transaction management and reporting are all integrated seamlessly into elegant workflows that reduce operational friction, improve regulatory governance, and offer your investors a class-leading user experience.

In addition to enhancing your existing processes, the platform opens up additional opportunities for deal syndication with external partners through Delio Connect. This integration layer enables you to share third party deal flow with your clients, access a wider network of investors, and collaborate with external partners in a highly controllable manner.

This product is intended for

• Wealth Manager
• Fund Manager
• Private Banking Manager
• Asset Manager
• Director Asset Management
• Private Wealth Management Specialist
• Director Wealth Management
• Investment Specialist