# Delio Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Delio Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/232647/Delio --- # Delio Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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? [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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.deliogroup.com&name=Delio) ## 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. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price £12000 Other, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.9 (9) Value For Money 0.0 (0) Value For Money 4.0 (6) Customer Service 0.0 (0) Customer Service 4.4 (8) ## Delio alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [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 fits companies of varying sizes within investment and private capital markets, particularly those managing client portfolios, deals, and investment opportunities. Features and Usability ### What are the key features of Delio? Delio offers portfolio management, fund management, and investments tracking, along with client management and client portals. It also includes compliance management, compliance tracking, risk management, and audit trail features, plus 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 for banking and wealth-management workflows. The catalog lists one integration, focused on linking Delio with Avaloq Banking Suite for data and process connectivity across related financial operations. 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 training and live online sessions support guided instruction, webinars cover group learning, documentation offers written reference, and videos provide visual walkthroughs for review at any time. 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. No reviewer feedback is available here to describe response speed, helpfulness, or common support frustrations, so the support experience cannot be assessed from user sentiment in this catalog data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities 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 Delio 22 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and report regulatory data to either internal management or external stakeholders Alter the layout and content of reports Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Used by financial advisors and money managers Used by retail investors and active traders/day traders Manage allocation and performance of financial assets Monitor capital allocation and asset prices over time Access software remotely via mobile devices A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Receive data and information in real time View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data ## 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.