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.
Press & News
Discover Our Latest Achievements
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...
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...
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 Athey, who was the helm of the Columbus, Georgia-based technology for seven years, has been replaced by Cameron Routh, who was most recently the head...
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...
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...
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...
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...
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...
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
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....
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...
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
See what we’re attending
Women in Quality Symposium
- Hosted by ASQ
- Virtual event
- Hear from Polly LeBarron, VP Services & Strategy at NQR, A Delta Data Company
EDM Council's Data Vision NY
- Live in NYC
- Hear keynote and panel discussions from top senior data experts
- The World’s Leading Buy Side Investment Operations Conference
Nicsa 2024 Strategic Leadership Forum
- Orlando, FL
- For asset & wealth managers, broker dealers, and professional service firms
ICI and Denver Area 1940 Act Group Networking Event
- Lone Tree, CO
- A celebration of the 100th anniversary of the mutual fund!
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