The pooled investment industry has had to rely on manually maintained Excel based models to project revenue and associated distribution fees, based on macro-economic models, for decades. This creates inefficiencies, room for error, and distracts high value personnel from their core competencies. Delta Data’s new IntelliCaster forecasting tool virtually eliminates these endemic issues.
The IntelliCaster is a model based institutional financial planning tool specifically for Asset Management Fund Companies to provide actionable future focused profit and expense models per product, channel and platform. Imagine having a real view into forecasts for sales and AUM, adjusted by region, dealer, product or share class
Delta Data’s IntelliCaster provides asset managers with a platform to input multiple economist generated macro-economic based models. The models can then be used as the basis for scenarios. Each scenario can include adjustments from sales by region, dealer or product, and by finance to adjust by share class, fee waivers and other proprietary inputs from that specific asset manager.