DELTA DATA introduces: Intellicaster

Pooled Investment Industry Sales and Asset Forecasting Tool

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.

INTELLICASTER KEY CAPABILITIES

FREE CONSULTATION

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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