Delio enables financial institutions to offer private market solutions to high net worth and ultra high net worth clients.
Offering unrivalled flexibility and control
Today’s wealth creators want real time access to direct investment opportunities and Delio helps organisations deliver this in a way that works for them.
Delio is used to not only improve distribution to existing networks but to also reach new investors and sources of deal flow by sharing opportunities with total control and flexibility. Delio creates scalable, efficient private markets to meet individual goals and objectives.
It's a best of both solution for leading financial institutions and organisations globally.
Standing out with more than just technology
Every organisation engages in the private asset space in their own way, faced with their own challenges that need more thought than a traditional off the shelf solution provides.
Delio delivers a proposition and not just a platform. Going beyond the technology and working with institutions to configure for a range of use cases, whilst still enabling wider connectivity into a diverse private market.
It's the understanding of the wider considerations that makes Delio the solution of choice.
Improve your offering to existing High Net Worth clients and attract new ones.
Today’s wealth creators want real time access to direct investment opportunities and are going away from their advisor to do this. We can help you build a digital private asset proposition, via a white label platform that your institution can deliver direct to your end clients. Compliant, scalable, efficient and bespoke to the requirements of you, your organisation and your clients.
Do you have access to high quality private asset deal flow or investors?
Our clients are seeking to connect with and source high quality direct investments in private equity, private debt, real estate and other asset classes globally. You can use Delio to not only improve the way you distribute to your existing network but reach new investors and opportunities with a scalable and efficient digital distribution model.
Why organisations are using their own digital private asset offering to retain clients and build relationships
Providing a window into all the different opportunities an institution can offer helps provide something valuable and unique to end clients.
Private assets create new opportunities. Organisations need to keep pace with the changing needs of today's wealth creators
The platform improves client engagement and creates new ways to do business with more touch points across the client/opportunity lifecycle.
Streamlined processes help ensure organisation time is spent where it matters most, whilst internal cohesion creates a stronger external offering.
Increased transactional activity helps drive revenue opportunities, both directly and for other service areas of an organisation.
Creating a structured online network of new and existing relationships broadens the reach of an organisation to better utilise the private markets.
There's plenty to discuss when building private asset propositions. To find out more, please fill in the form below and we will get in touch.