*Personal information collected will only be used for the above intended purposes.
Is your bank trust still struggling with a lack of an automated asset transfer process?
Do short turn-around requirements have your staff “jumping through hoops” to answer front office and client questions on status of transfer or provide information to counterparties in a timely manner during transfer?
The difficult and manual processes for internal notification of time-sensitive issues like ACAT eligibility, no fund agreement, and incompatible assets in the transfer often leads to delays and errors in transfer. These issues are exacerbated by a lack of transparency. Now you can achieve front office transparency during transfer and consistent back office execution are goals achieved leveraging Delta Data’s industry lauded Asset Transfer Manager.
Delta Data’s Asset Transfer Manager (ATM) is an automated system that integrates with both the core bank trust accounting and DTCC utilities, like the ACAT system, for facilitating free receives and delivers. ATM also integrates with DTCC Cost Basis Reporting System (CBRS) to expedite the movement of cost basis information on asset transfers.
With ATM, users can set realistic expectations for transferring assets – turning a largely reactive process into a more proactive one. In addition, ATM decreases the likelihood of errors, reducing or eliminating delays or total derailment of the asset transfer process.
With ATM, users can set realistic expectations for transferring assets — turning a largely reactive process into a more proactive one. In addition, ATM decreases the likelihood of errors, reducing or eliminating delays or total derailment of the asset transfer process.
*Personal information collected will only be used for the above intended purposes.