Press and News

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...

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...

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...

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.

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.

Columbus, GA – February 7, 2018 – Delta Data, a leading provider of software and data management solutions for the mutual fund industry, today announced the launch of FundBlast™, a transformational digital portal for communicating mutual fund changes in real time. Developed to seamlessly facilitate the...

By Jill Gregorie December 12, 2017 – As regulators rely more and more on tech tools to detect violations and potential weaknesses in fund shops’ compliance programs, CCOs and their teams are focused attaining the programs and skills needed to aggregate and analyze data. Read the...

By Whitfield Athey July 20, 2017 – Finra has been cracking down on advisors’ share class selection in retirement and charitable accounts. Read the full article here.

By Jill Gregorie June 1, 2017 – As the nature of fee arrangements between fund manufacturers and distributors grows increasingly complex, so do the compliance concerns around monitoring them. Read the full article here.

By Jill Gregorie May 15, 2017 – Operations and compliance teams racing to prepare for new SEC reporting requirements that take effect next year may have headaches now, but shops that do it well stand to reap big rewards long- term. Read the full article here.

By Peter Ortiz January 14, 2016 – While the SEC’s new guidance on mutual fund distribution and sub-accounting fees goes a long way toward helping fund directors and advisors deal with a murky area, it falls short in one crucial way, according to industry attorneys and...

By Peter Ortiz October 15, 2015 – The first enforcement case to come from the Securities and Exchange Commission’s longstanding investigation into fees paid by fund shops to intermediaries did little to clarify the murky line between what the regulator might consider to be shareholder servicing...