Top Recordkeepers, Bank Trusts and Broker Dealers rely on our complete hosted vertical solution for sourcing data & operational execution, to client facing analytics.

Delta Data’s annual study reflects input from a survey involving 24 different bank and trust companies, asset management companies, and financial advisors representing several of the top ten financial entities in the United States.

Total visibility for Asset Managers into fee and counterparty management, compliance, & oversight with our solution that integrates workflow with data, analytics and communication tools to manage distribution networks.