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)
March 27, 2020
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
Delta Data to Provide Free Comprehensive Access to All Mutual Fund Corporate Actions to Help Stabilize Pooled Investment Community
March 26, 2020
Columbus, GA - March 26, 2020 – To help the financial community stay abreast of critical product events affecting Mutual Funds during the current global pandemic, Delta Data, a fintech company providing infrastructure technology for the pooled investment community, will be making all mutual fund...
Financial Planning: Delta Data releases institutional profit, expense forecasting tool
March 10, 2020
Fintech company Delta Data announced the launch of an institutional profit and expense forecasting tool, IntelliCaster; designed track multiple economic models asset manager distributors to leverage to forecast everything from sales to fee data, according to the firm. Read the article full here.
Delta Data Releases IntelliCaster: Macro-Economic Based Forecasting Tool for Asset Managers
February 27, 2020
Fort Lauderdale, FL - February 27, 2020 – Delta Data, a fintech company providing infrastructure technology for the pooled investment community today announces the release of a new institutional profit and expense forecasting tool: IntelliCaster. Continue Reading
Delta Data Declares Blockchain for Mutual Funds Biggest Tech Miss of Decade
December 23, 2019
Columbus, GA – December 23, 2019 – Delta Data, a fin-tech company providing infrastructure technology for the pooled investment community, finds that Blockchain technology, which enjoyed 100s of millions of investment dollars for its potential of revolutionizing 40 Act fund trading, was a miss. Continue...
Delta Data’s Dividend Calendar Tool Automates Management of Overwhelming Year End Security Dividend Payouts
December 3, 2019
Columbus, GA – December 3, 2019 – Delta Data has released an online calendar tool to enable banks, record keepers, broker dealers, insurance companies, and financial professionals in the pooled investment fund industry, to manage the whopping 38,000 periodic distribution events in December, as well as...
Ignites: We’ll Slash Trust Transfer Time By 90%
November 21, 2019
By Carmen Germaine November 21, 2019 – Delta Data is rolling out a new system that will significantly cut down the time it takes brokerages and other intermediaries to transfer assets their clients hold at bank trusts, the firm announced Tuesday. Read the article on Ignites...
Delta Data Launches Asset Transfer Manager to Reduce Average Bank Trust Account Transfer Time from 20 Days to 2
November 19, 2019
New product improves client experience by simplifying the transfer process across multiple asset types Columbus, GA – November 19, 2019 – Delta Data, a leading provider of software and data management solutions for the pooled investment fund industry, today announced their new Asset Transfer...
Delta Data Annual FinTech Client Conference Addresses 2020 Mutual Fund Industry Trend
November 4, 2019
Columbus, GA – November 4, 2019 – Over 60 asset management, banking industry and retirement professionals representing some of the largest companies in the investment community gathered to discuss trends, concerns and technologies that will be important to the industry in 2020, at the annual...
Delta Data Delivers Successive Year of Growth
October 22, 2019
Columbus, GA – October 22, 2019 – Delta Data, a SaaS infrastructure solutions company for the Investment Management industry, closed fiscal year 2019 with strong revenues, continuing an accelerated growth trend from 2015, with a run up to the best successive years in the company’s 30-year...
Financial Planning: What’s in store for model portfolios?
October 9, 2019
By Whitfield Athey October 9, 2019 – The concept of asset allocation models isn’t new by any means, but how asset managers deliver this to clients has never carried as much importance as it does today. Fee compression and commoditization of investment products over the past...
Delta Data Hosts Industry Summit Highlighting Digital Transformation Tools for Collective Investment Trusts
October 3, 2019
Columbus, GA – October 3, 2019 – Delta Data A supplier of digital processing environments for Collective Investment Trusts (CIT), recently hosted an industry-focused WebEx summit which illustrated the latest communication and business coordination environments supporting CITs. 29 Delta Data customers representing 12 Bank Trusts and...
ThinkAdvisor: Are Active ETFs a Threat to Mutual Funds?
August 5, 2019
By Burton Keller August 5, 2019 – While mutual funds may still dominate the U.S. market, ETFs are gaining traction quickly. According to the 2019 Investment Company Institute Factbook, at the end of 2018, the U.S. domestic mutual funds market amounted to $17.7 trillion in total net...
Ignites: Slash-and-Burn Budgeting Can’t Save Managers’ Profits: Baillie Gifford
March 11, 2019
By Jill Gregorie March 11, 2019 – The investment management “gravy train” is rapidly losing steam, and shops need to spend more money — not less — if they hope to stay on track, according to a Baillie Gifford executive. Read the full article here.
Industry Events
See what we’re attending
30
APRIL 2024ICI and Denver Area 1940 Act Group Networking Event
- Lone Tree, CO
- A celebration of the 100th anniversary of the mutual fund!
13-16
MAY 2024ALFI Roadshow to the USA
- Boston & New York
- Where global fund leaders compare notes
21-23
MAY 2024ICI 2024 Leadership Summit
- Washington, DC
- The Delta Data team will be joining leaders from all facets of the asset management industry at this event.
20
JUNE 2024JP Morgan Corporate Challenge: 3.5 Mile Run
- Boston, MA
- The world’s largest corporate running event
24-26
JUNE 2024IMpower FundForum
- Monte Carlo, Monaco
- Sponsored by Delta Data
- Build partnerships across public & private markets, distribution, asset allocation, investment solutions & business operations.
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