By Sonya Swink March 31, 2022 – Delta Data Chief Executive Whitfield Athey has stepped down, the firm announced Tuesday. Athey, who was the helm of the Columbus, Georgia-based technology for seven years, has been replaced by Cameron Routh, who was most recently the head of tax solutions at Refinitiv.
October 19, 2021 – A new survey by fintech company Delta Data found that almost 60% of banks are using heavily manual processes in their approach to asset transfers within their trust and wealth management groups.
By Beagan Wilcox Volz June 23, 2020 – BNY Mellon and Wilshire Associates are seeking to elbow their way into the custom target-date market with a new venture that launched today.
By Whitfield Athey May 30, 2019 – Despite grand predictions for AI’s impact on the industry, most operations professionals see little difference in their day-to-day from five or even 10 years ago. The sticking point for many is that their organization doesn’t know where to begin. But the best place is literally staring them in the...
By Jackie Noblett May 26, 2020 – Delta Data CEO Whitfield Athey describes how his shop drew on experience in data aggregation and automation to help shops forecast the business impact of market events.
By Carmen Germaine March 27, 2019 – Delta Data is providing free mutual fund data to broker-dealers and recordkeepers during the coronavirus pandemic, the firm announced Thursday.
Georgia-based fintech company Delta Data said it is offering all its mutual fund corporate action data free of charge for at least three months to help keep the industry up to date with critical product events during the current pandemic.
Fintech company Delta Data announced the launch of an institutional profit and expense forecasting tool, IntelliCaster; designed track multiple economic models asset manager distributors to leverage to forecast everything from sales to fee data, according to the firm.*see full Delta Data article under Product section.
By Carmen Germaine November 21, 2019 – Delta Data is rolling out a new system that will significantly cut down the time it takes brokerages and other intermediaries to transfer assets their clients hold at bank trusts, the firm announced Tuesday.
By Whitfield Athey October 9, 2019 – The concept of asset allocation models isn’t new by any means, but how asset managers deliver this to clients has never carried as much importance as it does today. Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.
Delta Data provides the back-end solutions that companies in the mutual funds industry use to process trillions of dollars of transactions and keep on top of their data.
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