Delio provides wealth managers, private banks and other financial institutions with a compliant way of allowing clients and advisors to share and access direct, private market investment opportunities internally and across their networks.
This is achieved via a technology platform that enhances engagement with clients, prospective clients, and across various arms within the institution.
With more coherent service integration, deal flow can be shared across the business using an efficient end-to-end process without pressure and reliance on advisor pro-activity.
Delio is a technology-led, white label proposition that seamlessly integrates into a firm’s traditional client offering.
Using a facilitative platform, our model creates the potential to monetise the realm of opportunities inherent within a firm’s network and increase revenue opportunities for the wider business.
Furthermore, Delio looks to help institutions develop a private client proposition that appeals to a new and emerging generation of wealth creators who are more “hands-on” in their approach and increasingly interested in more entrepreneurial investment opportunities, whilst furthering appeal to family offices and other institutions that increasingly look to utilise direct investments.
Delio has also recognised the regulatory and compliance landscape that plays a significant role in providing private investment opportunities direct to individual clients, burdening both client and advisor. To help navigate this effectively, Delio are engaged in consultation with the FCA regarding our “professionalisation search engine”, advanced analytics technology that is focused on making the professionalisation process less laborious, yet more robust.
Currently financial institutions who want to offer these types of investments to clients and generate revenue from them have to get the client certified as a “professional investor” and this can involve significant paperwork, supporting evidence and substantial time and annoyance for all parties involved. We are looking to aid financial institutions with this process and improve their end-client experience by using big-data and analytical scraping to collate as much information as possible and integrate a streamlined process in to the platform to address the pain points big-data cannot solve alone.