---
description: Review of Delio Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Delio | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Delio](/software/496868/Delio)

# Delio

Canonical: https://www.softwareadvice.ie/software/496868/Delio

> 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.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Delio

## Commercial Context

- **Starting Price**: £12,000.00
- **Pricing model**: Other
- **Pricing Details**: Each Delio platform is configured around the client's specific requirements. Therefore, our pricing strategy reflects their ability to build their own platform from a suite of modular applications.
- **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, Hong Kong SAR China, Japan, New Zealand, Singapore, Switzerland, United Arab Emirates, United Kingdom, United States

## Features

- API
- Activity Dashboard
- Alerts/Notifications
- Audit Trail
- Client Management
- Client Portal
- Compliance Tracking
- Customisable Reports
- Data Import/Export
- Document Management
- For Investment Advisors
- For Investors & Traders
- Fund Management
- Investments Tracking
- Mobile Access
- Performance Metrics
- Portfolio Management
- Real-Time Data
- Reporting/Analytics
- Risk Management

## Integrations (1 total)

- Avaloq Banking Suite

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)

## Category

- [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.ie/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.ie/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.softwareadvice.ie/software/430406/wows-invest) — 4.7/5 (97 reviews)
4. [Avestor](https://www.softwareadvice.ie/software/523559/Avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.softwareadvice.ie/software/224233/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/496868/Delio)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/496868-Delio/> |
| en-AU | <https://www.softwareadvice.com.au/software/496868/Delio> |
| en-GB | <https://www.softwareadvice.co.uk/software/496868/Delio> |
| en-IE | <https://www.softwareadvice.ie/software/496868/Delio> |
| en-NZ | <https://www.softwareadvice.co.nz/software/496868/Delio> |

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