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Ignites: CCOs’ 2019 To-Do List: Automate the Back Office, Use Data to Preempt Problems

By Jill Gregorie December 28, 2018 – CCOs had to meet several new digital- and data-focused demands in 2018, and in 2019, they will need to be even more tech-savvy, consultants say. Read the full article here.

ThinkAdvisor: Target Date Fund Evolution Now Awaiting Tech Revolution

By Whitfield Athey December 18, 2018 – Morningstar’s head of retirement research recently outlined why individuals and advisors should avoid “mixing in” additional investments alongside target date fund (TDF) commitments. Likening it to adding extra eggs to a cake recipe, he emphasized that these improvisations, however...

Ignites: Delta Data Promotes Two in Sales, Product Development

By Chris Larson December 17, 2018 – Back-office software provider and consultant Delta Data has created a new position, chief sales officer, and promoted SVP of sales Bret Bange to fill the role. Bange, a four-year veteran of Delta Data, will report to CEO Whitfield Athey and oversee...

Ignites: New Service Aims to Fast-Track Gatekeeper Communication

By Bradley Saacks September 21, 2018 – A start-up hoping to fast-track due diligence between asset managers and broker-dealer home offices has recruited dozens of managers and manager research teams. Read the full article here.

Delta Data Launches Proprietary Product Manager

Columbus, GA – September 18, 2018 – Delta Data, a leading provider of software and data management solutions for the mutual fund industry, today announced the launch of its Proprietary Product Manager (PPM), a tool that supports the construction, trade execution and administration of proprietary funds...

Ignites: Shops’ Plans for Classifying Holdings: Monthly, at First

By Jill Gregorie August 22, 2018 – Most shops are setting monthly “bucket” classifications for their investments — but over time, most will likely switch to evaluating securities daily, lawyers and consultants say. Read the full article here.

Ignites: PMs ‘Resent’ Liquidity Rule but Play Critical Role in Compliance

By Jill Gregorie June 13, 2018 – Portfolio managers will play a critical role in shops’ efforts to comply with the so-called “bucketing” provision of the SEC’s 2016 liquidity rule, lawyers and consultants say. Read the full article here.

Ignites: BNY Mellon Chooses E-Mail Alternative for Communications

By Joe Morris June 13, 2018 – BNY Mellon has adopted a new platform for communicating mutual fund data to industry clients. Effective today, the firm is processing fund-related notifications including product rollouts, mergers, liquidations, accounting changes and trade rule updates via FundBlast, operated by Columbus,...

Ignites: Resource Constraints Cripple Shops’ Chances at SEC Amnesty

By Jill Gregorie May 16, 2018 – Shops and their distributors are scrambling to meet the SEC’s June 12 deadline to volunteer information about instances in which they overcharged investors in exchange for amnesty from the regulator’s enforcement unit. Read the full article here.

Fund Operations: Delta Data and FundBlast System Featured in Recent Article

By Whitfield Athey April 25, 2018 – The industry’s move to an email-based system has been the only minor update to the blast fax infrastructure in the last 30 years with regards to communicating fund changes and events. Read the full article here.

FTF News: Delta Data Service Offers Automation for Proprietary Funds

By Eugene Grygo September 26, 2018 – Delta Data, a data management systems vendor for mutual funds, is launching a solution to help trust companies, retirement recordkeepers, insurance companies, and broker-dealers with the construction, trade execution and administration of highly customized proprietary funds. Read the...

Delta Data to Showcase FundBlast at NICSA’s 2018 Strategic Leadership Forum

Columbus, GA – February 27, 2018 – Delta Data has announced its participation as a presenter and sponsor at NICSA’s Strategic Leadership Forum (SLF), to be held February 28 – March 2 at the Doral in Miami, FL. Delta Data to showcasing its recently launched communication...

Delta Data Named a TAG Top 40 Innovative Technology Company

Columbus, GA – February 21, 2018 – The Technology Association of Georgia (TAG), the state’s leading association dedicated to the promotion and economic advancement of Georgia’s technology industry, today announced Delta Data as one of its Top 40 Innovative Technology Companies in Georgia. TAG will recognize...

WatersTechnology: FundBlast Corporate Actions Portal

By Wei-Shen Wong February 9, 2018 – FundBlast will serve all parties involved in the fund action lifecycle, including fund companies, broker-dealers, and fund service providers such as transfer agents, fund accountants, and record-keepers. Read the full article here.

Ignites: Tech Shop to B-Ds: We Can Eliminate Risk, 21K Fund E-Mails

By Bradley Saacks February 8, 2018 – By Delta Data’s estimates, the typical broker-dealer sifts through more than 21,000 e-mails every year, piecing together information about changes to funds ranging from portfolio manager retirements to breakpoint tweaks. Read the full article here.
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