Delta Data announces the next-generation capabilities of its Counterparty Management solution. The new capabilities deliver flexible, automated workflows to modernize and simplify relationship management between fund distributors and asset managers
Delta Data Enhances Fee Management Solution with Multinational Functionality
June 19, 2024
Delta Data's new Fee Management functionality unifies intermediary fee processes, supporting clients wherever they conduct business.
Delta Data Unveils Product Expansion Following Recent Acquisition
June 4, 2024
Delta Data is excited to announce the rebranding of key products from its recent acquisition of Phoenix System’s Inc.
Delta Data Continues Expansion of Its Pooled Fund Solutions with the Acquisition of Phoenix Systems Inc.
March 12, 2024
Delta Data proudly announces its acquisition of Phoenix Systems Inc., a fintech firm specializing in global mutual fund transfer agent, sub-accounting, and trading software solutions.
Delta Data Founder Honored With the 2023 Nicsa NOVA Lifetime Achievement Award
November 9, 2023
Columbus, GA – November 9, 2023: Delta Data founder and Director Emeritus Burton Keller was honored with the 2023 NOVA Lifetime Achievement Award by Nicsa, a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share,...
2023 Delta Data Client Conference Recap
October 4, 2023
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
September 20, 2023
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
February 28, 2023
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
April 3, 2022
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
March 29, 2022
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
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 20, 2021
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
October 19, 2021
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
July 27, 2021
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
December 1, 2020
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...
Industry Events
See what we’re attending
25-26
SEPT 2024Future of Asset Management North America
- New York City & Online
- A 2-day conference to help business leaders and key decision makers connect and share strategic insights.
29-30
OCT 2024Nicsa Asset and Wealth Management Summit
- Boston, MA
- Sponsored by Delta Data
- This year's theme: Reshaping the Industry with AI & Alternative Investments
3-5
NOV 2024Spark Forum 2024
- Palm Beach, FL
- A gathering of senior executives in the retirement plan community
Stay up-to-date on all our events!