The Delta Data team are great partners. They are very collaborative and dedicated experts who add a ton of value and are always available to assist us.
Your Trusted Partner In Pooled Asset Solutions
Delivering streamlined solutions for Fund Distributors and Asset Managers designed to drive efficiency and mitigate risk.
Spend less, reduce risk, and increase efficiency
Delta Data Distribution Solutions simplify the servicing and trading of assets in pooled investment products, streamlining the interaction between distributors and their fund company counterparts.
Asset Management Solutions
Gain more visibility into distribution partners activity
Delta Data Asset Management Solutions provide transparency and simplify the relationship between asset managers and the firms that distribute their funds.
Elevate operational efficiency and gain unparalleled clarity with
Delta Data Managed Services
Powered by the robust capabilities of National Quality Review (NQR), Delta Data Managed Services are designed to furnish unbiased insights into critical operations for leading financial institutions. Our solutions include:
Transfer Agent INSIGHT
Equips firms with benchmarks and actionable feedback to streamline oversight and enhance service delivery for transaction processing, call center, and correspondence operations.
Provides in-depth reviews of intermediary audit reports, significantly enhancing compliance, efficiency, and transparency in asset managers’ financial intermediary partnerships.
Service Provider INSIGHT
Delivers comprehensive control analysis for all major outsourced functions by integrating activities as varied as audit report reviews, due diligence questionnaires, and service level agreement monitoring.
What our clients are saying...
The Delta Data team understand the industry and partner with clients.
Provides products that we need. Listens to clients. Is very responsive and flexible.
Delta Data has been a great partner in helping us to create solutions around unique problems.
Strong technology platform. Good relationship management.
The trusted partner of top financial institutions
of the top
of the top
US Retirement Recordkeepers
of the top
US Asset Managers
Articles and Press
Trust Delta Data to be your strategic ally in the ever-changing landscape of pooled investments
Contact us today to get started
Celebrating the 100th anniversary of the mutual fund!
Did you know the first modern mutual fund was launched in 1924? To celebrate the 100-year anniversary, we’re hosting a monthly trivia content. Answer the question for a chance to win a prize – there will be a new question every month!