*Personal information collected will only be used for the above intended purposes.
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.
*Personal information collected will only be used for the above intended purposes.