Delio 2026: Benefits, Features & Pricing

The originate feature allows firms to create, manage, and list internal and external deals, creating a central hub of segmented investment options for clients. Delio has a distribution function that allows entities to share and promote investment deals quickly and transparently, connecting clients with the right opportunities. Companies can digitize their investment transactions stage by stage to view activity, manage pipelines, sign documents, and track compliance.

Delio provides reporting tools, enabling individuals to integrate analyses, present consolidated portfolio views, understand client preferences, and engage with them more effectively. Real-time analytics and communication tools are included to upload, assign, and share files at the click of a button and update data with customizable KPIs. Agencies may deliver curated options to their customers, tailoring and segmenting distribution based on investor preferences.