--- title: "Delio Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Delio Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/232647/Delio/" page_type: "product" language: "en" --- # Delio Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Delio ## What is Delio? Delio’s technology, expertise and network power the private market strategies of the world’s most respected financial institutions. Through uniquely configurable solutions, we enable firms to connect their clients with the most desirable alternative investments while driving growth, mitigating risk and transforming their business. ## What is Delio used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £12000 Other, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Delio?[Manage this product listing](https://www.g2.com/products/delio/claim_requests/new?auto=true) ## Delio Overview Updated September 2026 AI summary Delio provides investment management software for organizations of all sizes, offering tools for client management, portfolio oversight, compliance tracking, and risk assessment. Its features include customizable reporting, real-time data, document management, and support for both investment advisors and investors. Delio is accessible across web and mobile platforms and integrates with third-party systems through its API. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Delio 0.0 VS. [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting Price £12000 Other, Per Month Starting Price $24000 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (278) Value For Money 0.0 (0) Value For Money 4.1 (266) Customer Service 0.0 (0) Customer Service 4.5 (273) ## Delio alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10011153/WOWS/) [View all alternatives](https://www.capterra.com/p/232647/Delio/alternatives/) ## FAQs about Delio Overview ### What company size and specific industries is Delio built for? Delio is designed for financial services organizations, including wealth managers, banks, family offices, investment managers, angel investment networks, and venture capital firms. It suits mid-market and enterprise teams that manage private markets, investment processes, and client relationships across regulated investment and advisory settings. Features and Usability ### What are the key features of Delio? Delio offers portfolio management, fund management, and investments tracking, along with client management and a client portal. It includes compliance management, compliance tracking, risk assessment, and audit trail tools. Delio also provides real-time analytics, customizable reports, document management, workflow management, and third-party integrations. Integrations ### Which third-party tools and platforms does Delio integrate with? Delio connects natively to Avaloq Banking Suite. This integration supports data sharing and workflow alignment between Delio and Avaloq Banking Suite for financial services teams that manage portfolio, client, or investment operations within connected systems. Getting Started and Support ### What training and onboarding options does Delio offer? Delio provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover broader product topics, documentation offers written reference material, and videos provide self-paced learning. Getting Started and Support ### What customer support options does Delio offer? Delio provides email/help desk, FAQ/forum, knowledge base, phone support, and 24/7 live rep assistance. With no reviewer feedback available on support experiences, no user sentiment about response times, helpfulness, or common frustrations can be stated. ## Features AI summary Based on 877 Hedge Fund reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Delio supports all three of the features reviewers value most: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities help businesses monitor portfolio results, review investment data in detail, and keep track of holdings over time, allowing teams to make informed decisions and manage investments with greater confidence. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Client Management Manage contact details and communication with clients Delio 28 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Contact Management: Manage, organize, and store contact information - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Fund Management: Manage allocation and performance of financial assets - Investments Tracking: Monitor capital allocation and asset prices over time - Mobile Access: Access software remotely via mobile devices - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- ## Pricing Basic £12,000 Other,Per Month ## Integrations [ Avaloq Banking Suite](https://www.capterra.com/p/177861/Avaloq-Banking-Suite/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.