Strategic Consulting: Periscope Advantage™

Delta Data lives in back office mutual fund operations. Our clients include funds, recordkeepers, trusts, broker dealers, third party administrators and the largest clearing corporations, so we see everything.

Operational processes are dependent on information exchanged with your counterparties. To achieve your firm’s goals of efficiency and accuracy you need an expert who works with your counterparties to design and optimize their operations that deal with you.

Our Periscope Advantage Consulting gives you the perspective of a specialist trusted advisor who sees the big picture to provide a much clearer view of where you are and what is on the horizon. Using insights from both your operations and your counterparties’ perspective, the efficiency, and accuracy your firm needs can be attained. This Periscope Advantage helps you keep an eye on change in each of four areas:

Technology changes

  • What are the technologies and automation that would help you save time, cut costs, improve visibility, strengthen security, and more effectively manage data, fees, and revenue, etc.?

Industry changes

  • How will consolidation impact you, what are best practices of your competitors, what is the marketplace asking for, etc.?

Regulatory changes

  • What’s coming next from the NSCC, DOL, SEC, etc.?

Internal changes

  • How effective are your systems, what’s about to break, where are the risks, what could be improved, what new demands will be made on your systems, how will upcoming changes impact internal demands, staffing and resources, where are your greatest security risks, etc.?

With our Periscope Advantage Consulting, you’re less likely to be blindsided by change. You can set course corrections sooner rather than later. You will move forward faster – with more control, less risk, and greater efficiency.


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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