— STAY AHEAD OF THE CHANGE — Webinar Series Cutting Through the Noise DOL Fiduciary Rule and Impact on Advisors & Product Selection On-demand webinar — 35 minutes including Q&A Watch webinar The DOL is requiring Brokers to act in the best interest of the client. What is the most effective and efficient way to...

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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.

HomeCategoryWebinars / Events

Webinars / EventsJuly 28th Webinar: Delta Data’s First Annual CIT Study: Exclusive Industry Panel Webinar

Webinars / EventsMarch 30th Webinar: How to Manage Increasing Corporate Activities with Automated Solutions

Webinars / EventsFebruary 24th and 25th ABA WMTC: Would You Like to Automate Your Account Transfer Process? Let’s Chat!

Webinars / EventsJanuary 26th Webinar: Account Transfers: Issues and Opportunities

Webinars / EventsOctober 22nd NICSA Webinar: Sales and Asset Forecasting – Modeling in an Evolving Global Economy

Webinars / EventsJuly 14th Webinar: Technology Platforms Supporting Remote Workforce and Pooled Investment Asset Management Distribution Oversight

Webinars / EventsJune 23rd Virtual Roundtable: Bringing Together Industry Professionals with Insights to Share on Issues Facing the Pooled Investment Community

Webinars / EventsFeb 19th Webinar: Moving from Manual to Automated Macro-Economic Driven Modeling

Webinars / EventsDigital Transformation of CITs Creation and Management

Webinars / EventsDOL Fiduciary Rule and Impact on Advisors & Product Selection

July 30, 2021Annual CIT Study: 2021 State of the Industry

July 27, 2021Delta Data’s 2021 CIT Industry Study Finds Future Growth Lies in Small Market Plans

June 27, 2021July 28th Webinar: Delta Data’s First Annual CIT Study: Exclusive Industry Panel Webinar

June 1, 2021The CIT to Recordkeeper/Custodian Account Reconciliation Issue

February 26, 2021Delta Data CEO Whitfield Athey Addresses Account Transfers at 2021 ABA WMTC

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