Delta Data’s Intermediary Fee Management solution streamlines intermediary invoice validation and payments, reduces risks, and frees up resources to work on more strategic objectives.
Whitepapers4 Reasons Financial Services Resist Cloud Technology + How to Overcome Them
April 21, 20230
It’s hardly surprising that risk-conscious financial institutions have been wary of dancing in the cloud. Many firms within the industry had initial resistance to cloud technologies primarily due to concerns around these factors…
WhitepapersMutual Fund Data Management Ebook
August 8, 20220
Delta Data’s Mutual Fund Data Management solutions accommodates the unique data elements and key functionality needs of pooled investments. Download the Mutual Fund Data Management ebook for a detailed look at the vast data requirements for maintaining a mutual fund on a distribution platform.
WhitepapersAsset Manager Intermediary Oversight Ebook
August 1, 20220
Gain a clear and comprehensive risk picture of your intermediary distributors. Delta Data’s Asset Manager Intermediary Oversight ebook provides a detailed look at building a strong intermediary oversight program, including why it’s important and the intermediaries you should focus on.
Delta Data’s annual CIT 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. This paper details the recent historical improvement in data exchange, transparency, and communications used in the coordination of Collective Investment...
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