ClearList, a US-based firm known for transforming private transactions and enhancing liquidity, has recently joined forces with Delio, a leading provider of enterprise-grade technology, to offer distributors an end-to-end toolkit. This partnership will enable distributors to provide their clients with access to private market transactions, while also ensuring enhanced liquidity and a seamless experience for advisors and investors.
The ClearList infrastructure is now live and available for distributors to white label. The platform combines ClearList’s end-to-end issuance environment and product suite for proprietary secondary transactions with Delio’s innovative technology and investment solutions. This collaboration aims to provide RIAs, wealth managers, and private banks globally with the additional resources needed to deliver integrated, own-branded client propositions.
Through this partnership, ClearList has launched its ‘master platform’, powered by Delio’s Hub and Spoke connectivity model, which was successfully launched earlier this year in their Delio Vaults proposition. With an increasing demand for private market investments from investors, advisors are now looking for ways to differentiate their offerings. The partnership between ClearList and Delio will enable advisors to offer their clients access to private markets and seamlessly manage the process within a digital client experience.
The first phase of the project will utilize the platform’s end-to-end capabilities, such as compliant client onboarding, fully digitized subscription processes, custom transaction workflows, and automated portfolio reporting. Both companies are also working together to build interconnected channels and onboard sub-white-label platforms, further streamlining secondary product distribution and enhancing operational processes for sharing products within their network.
Gareth Lewis and Gareth Morgan, Co-Chief Executives at Delio, expressed their excitement about the partnership, stating, “We’re delighted to power the ClearList infrastructure and look forward to continuing to work with partners looking to provide their clients with access to some of the world’s most innovative private companies.”
Patrick Murphy, Chief Executive Officer at ClearList, also shared his enthusiasm, stating, “As the investing world moves towards a more digital environment, ClearList aims to use Delio’s hub and spoke connectivity as a key component to place us at the forefront of that movement. This will help meet the digital operational requests of advisors and provide an end-to-end investment workflow online through our Delio Core-powered platform.”
For media inquiries, please contact Delio’s press team at press@deliogroup.com or by phone at +44 (0) 29 2105 1370.
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Derick is an experienced reporter having held multiple senior roles for large publishers across Europe. Specialist subjects include small business and financial emerging markets.