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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

Delta Data to Provide Free Comprehensive Access to All Mutual Fund Corporate Actions to Help Stabilize Pooled Investment Community

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

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

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

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

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%

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

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

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

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?

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

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?

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

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.

Ignites: New Year Greets CCOs With Tall Tasks Around Liquidity, Reporting, Model Oversight

By Jill Gregorie January 4, 2019 – CCOs face enormous tasks entering 2019, including finalizing their liquidity programs, fine-tuning their internal processes of gathering and presenting data used in electronic shareholder reports, and refining their methods of examining the algorithms that underpin investment models. Read the...
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