Delio Overview

Delio is an Investment Management Software designed to streamline the management of investment portfolios, particularly in alternative assets. The platform offers tools for managing investments, tracking performance, and conducting detailed financial analysis. Delio allows investment managers to monitor asset performance in real-time, assess risks, and analyze market conditions to make informed decisions. The software includes features for managing investments across different asset classes, including private equity, real estate, and hedge funds. Delio also provides reporting capabilities, helping users generate detailed reports on portfolio performance and financial metrics. With its user-friendly interface and advanced analytics, Delio enables businesses to track investments efficiently and optimize returns. By using Delio, investors can improve their portfolio management, mitigate risks, and achieve better financial outcomes.

Read More

Contact Details

  • Vendor Name Delio
  • Founded
  • Location United Kingdom

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Windows Windows

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

You May Also Like

AdvisorEngine CRM

AdvisorEngine CRM

$65 Per month

AppFolio Investment Manager

AppFolio Investment Manager

$650 Per month

Backstop

Backstop

Contact Vendor

Betterment

Betterment

Contact Vendor

Delio Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Delio Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$12000 Per Month

Delio FAQs

Delio is an Investment Management Software designed to streamline the management of investment portfolios, particularly in alternative assets. The platform offers tools for managing investments, tracking performance, and conducting detailed financial analysis. Delio allows investment managers to monitor asset performance in real-time, assess risks, and analyze market conditions to make informed decisions. The software includes features for managing investments across different asset classes, including private equity, real estate, and hedge funds. Delio also provides reporting capabilities, helping users generate detailed reports on portfolio performance and financial metrics. With its user-friendly interface and advanced analytics, Delio enables businesses to track investments efficiently and optimize returns. By using Delio, investors can improve their portfolio management, mitigate risks, and achieve better financial outcomes.

  • No, Delio does not offer a free version.

  • Yes, Delio offers a free trial.

  • No, Credit Card details are not required for the Delio trial.

  • Delio offers the following pricing plans & packages:

    Basic

    $12000 Per Month

  • Delio supports the following payment frequencies:

    • Monthly Subscription

  • No, Delio does not offer an API.

  • Delio offers support with the following options:
    • 24x7 Support , Email , Phone , Knowledge Base , FAQs/Forum

  • Delio offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Delio supports the following languages:
    • English

  • Following are the typical users of the Delio:
    • Self-Employed , Small-Business , Midsize-Business

  • Delio supports the following deployment:
    • Cloud Hosted , On-Premise

  • Delio supports the following devices and operating systems:
    • Web-Based , Windows