In the highly volatile macro-economic climate that asset managers find themselves in the excel based models created at the beginning of the year must be constantly maintained to incorporate the latest pandemic or market melt-down.  Delta Data’s new IntelliCaster forecasting tool virtually eliminates these endemic issues. IntelliCaster eliminates the pooled investment industry’s reliance on manually maintained Excel based models to project AUM and associated distribution fees, based on macro-economic models, which create inefficiencies, error, and distracts high value personnel from their core competencies.

Distribution Services is a robust hosted platform focused on the servicing of assets in pooled investment products. It is a complete vertical solution from source data to client facing analytics but with a la carte option capability to fit each client’s need.

It includes a unique perspective for our Distribution clients given our industry-leading oversight toolset for our top tier Asset Management clients.

*Comparing our client list to the list of 2016 Top Recordkeepers by plansponsor.com and the list of 25 Largest Institutions by Fiduciary Assets, FDIC, data as of 2Q 2016.

• Ongoing innovation removes need for major platform overhauls every ten years
• Integrated business intelligence, Data and BPM reduces BA costs
• Straight through processing and integrated tools reduce head count

• Sure your IT team can build it out over the next decade, they are good, but this is available now and at a fraction of the cost and risk
• Ease of integration is a primary focus of our entire service as we are aware it is one of your biggest expenses

• More visibility and transparency
• Fewer breaks of data and trading
• More data to share increasing client value proposition

• 1.5 Trillion in assets traded and support of the largest service firm’s core business insures these products were built correctly