Delio
White-label private-markets infrastructure for institutions
4.0Enterprise / CustomBest for Institutions building private-markets distribution
White-label Distribution Wealth Channel
Overview
Delio, founded in Cardiff in 2015 and now operating under Helm within iAltA Holdings, provides the white-label technology banks and wealth managers use to run private-markets propositions — configurable modules for deal distribution, transaction workflow, reporting and client experience, plus digital structuring services. Institutions from Barclays to Apex build on it. For fund managers, Delio matters as plumbing: it is often the platform on the other side of your wealth-channel distribution.
Key features
- White-label deal distribution and client portals
- Configurable low-code workflow modules
- Digital investment structuring services
- Reporting and lifecycle management
- AI-powered advisor and client experience layer
Pros
- Proven with major banks and global institutions
- Configurability suits bespoke institutional propositions
- Structuring services extend beyond pure software
Cons
- Built for institutions, not individual fund managers
- Recent rebranding under Helm/iAltA creates some ambiguity