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2023 Delta Data Client Conference Recap

The annual Client Conference serves as an opportunity to experience all the critical updates and planned features for the entire Delta Data platform, serving both Distribution Services and Asset Management Solutions.

Delta Data Expands Pooled Asset Solutions with Acquisition of National Quality Review

Strategic Move Solidifies Delta Data’s Position as an Industry Leader of Comprehensive Pooled Asset Software Solutions Columbus, GA – August 23, 2023: Delta Data, a Terminus Capital Partners company and trusted provider of pooled asset and mutual fund software solutions, proudly announces its acquisition of...

Delta Data Appoints Chris Carney as CTO

Experienced IT Executive Brings Cloud Expertise to Drive Innovation for Delta Data and its Clients February 28, 2023 - Columbus, GA: Delta Data, a leading provider of pooled asset and mutual fund software solutions, is pleased to announce the appointment of Chris Carney as the...

Ignites: New CEO at Delta Data

By Sonya Swink March 31, 2022 - Delta Data Chief Executive Whitfield Athey has stepped down, the firm announced Tuesday. Athey, who was the helm of the Columbus, Georgia-based technology for seven years, has been replaced by Cameron Routh, who was most recently the head...

Delta Data Audit Identifies One of Largest Mutual Fund Expenses Still Manually Processed

Columbus, GA: March 30, 2022 – A recent audit by Delta Data of nearly 100 mutual funds in the United States identified intermediary fee payments as one of the top three expenses, and ironically the only one of the three still reliant industry-wide on manual...

Delta Data Software Announces CEO Transition

March 29, 2022 - Columbus, GA:  Delta Data, a leading pooled investment fund software provider, today announced that Whitfield Athey has stepped down as CEO of the company.  He will be succeeded by Cameron Routh, most recently Head of Tax Solutions at Refinitiv. Cameron is an...

ABA Banking Journal: Survey: Nearly 60% of Banks Use Manual Tools for Asset Transfers

October 19, 2021 - A new survey by fintech company Delta Data found that almost 60% of banks are using heavily manual processes in their approach to asset transfers within their trust and wealth management groups.

Delta Data’s 2021 Bank Trust Survey Finds Industry Struggling with Asset Transfer Practices Established in the 1990’s

Tampa, FL - October 19, 2021 - A recent Delta Data survey of nearly 40 US banks, including two of the top twenty-five banks by total assets, found a common thread: Many banks (nearly 60%) are still employing approaches to asset transfers within their trust/wealth...

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

Columbus, GA - July 27, 2021 - According to a just-published industry study, the continued growth of the CIT industry is dependent on multiple factors, including pending legislation from Washington for 403(b) usage, deploying technology to expedite client onboarding, and improve counterparty communications, and an...

Delta Data Announces Limited Time Access To Dividend Calendar For Mutual Fund Distributors

Columbus, GA – December 1, 2020 – Delta Data’s online Dividend Calendar tracks 115,000+ annual dividend events and is now available free for a limited time. Over 40% of the 115,000+ dividend events this year are projected this December, with 5,711 occurring on December 11...

Ignites: BNY, Wilshire Launch Custom Target-Date ‘Builder’

By Beagan Wilcox Volz June 23, 2020 - BNY Mellon and Wilshire Associates are seeking to elbow their way into the custom target-date market with a new venture that launched today. Continue Reading

Ignites: Best Starting Place for AI in Ops: E-Mail Clutter

By Whitfield Athey May 30, 2019 – Despite grand predictions for AI’s impact on the industry, most operations professionals see little difference in their day-to-day from five or even 10 years ago. The sticking point for many is that their organization doesn’t know where to begin....

Ignites: Drawing on Data to Plan for the Unknown

By Jackie Noblett May 26, 2020 - Delta Data CEO Whitfield Athey describes how his shop drew on experience in data aggregation and automation to help shops forecast the business impact of market events. Read the full article here. Continue Reading

Delta Data to Provide New Macro-Economic Revenue Forecasting IntelliCaster Tool Free to Asset Managers During COVID-19 Pandemic

Columbus, GA - April 21, 2020 – Delta Data, a fintech company providing infrastructure technology for the pooled investment community, will be offering customers and non-customers alike access to its newly launched institutional profit and expense forecasting tool: IntelliCaster. The tool allows users to input...

Ignites: Data Provider: Free Data For All (During Covid-19)

By Carmen Germaine March 27, 2019 - Delta Data is providing free mutual fund data to broker-dealers and recordkeepers during the coronavirus pandemic, the firm announced Thursday. Read the full article here. Continue Reading
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