Delio Group

Delio Group

Delio Group offers a range of customizable digital solutions for financial firms operating in private markets, enhancing client experiences and streamlining investment processes.

Location: United Kingdom
Software Type: Web App

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Description

Delio Group provides a comprehensive suite of digital infrastructure solutions tailored for the private markets sector. Their offerings include:

- Delio Core: A modular technology platform that enhances client experience throughout the investment lifecycle, allowing financial firms to manage client interactions seamlessly.
- Delio Structuring & Investment Services: This service focuses on creating configurable investment vehicles designed to reduce friction in the investment process, supporting firms in developing tailored solutions for their clients.
- Delio Plus: A platform that enables collaboration with clients to build bespoke digital solutions, facilitating quick and cost-effective implementations.
- Delio Vaults: A connected ecosystem that supports secure sharing of investment opportunities, enhancing multi-firm distribution while preserving client relationships.

The technology provided by Delio is built to digitize distribution, automate workflows, and integrate essential compliance tools like KYC/AML, ensuring a smooth onboarding experience for investors. Delio's solutions not only focus on enhancing operational efficiency but also on addressing the unique challenges of managing private market investments. By leveraging innovative technology, Delio aims to transform the way financial firms engage with their clients in the private equity market and beyond.

Features

Modular Client Experience

Delio Core offers a comprehensive platform to manage client interactions, ensuring a smooth investment lifecycle.

Configurable Investment Vehicles

Delio Structuring & Investment Services provides the tools to create tailored investment solutions that minimize friction.

Bespoke Digital Solutions

Delio Plus allows firms to co-create unique applications that meet specific operational needs.

Secure Investment Sharing

Delio Vaults facilitates safe and efficient sharing of investment opportunities across multiple channels.

Tags

financial technologyprivate equityinvestment managementclient solutions

Documentation & Support

  • Documentation
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  • Updates