Resource Library

Business success begins with knowledge

EBOOKS & WHITE PAPERS

Financial Industry

Modernizing the Fund Onboarding Process: Automation & Configurability

Asset Managers

Crossing Financial Frontiers: Effective Global Distribution Fee Management

Financial Industry

Four Reasons Financial Services Resist Cloud Technology

Asset Managers

Unraveling Intermediary Oversight: 4 Essential Strategies for Asset Management Firms

Distributors

From Chaos to Clarity: Modernizing Mutual Fund Data Management

Asset Managers

Automating Your Intermediary Fee Process: The Four Questions to Ask

Asset Managers

Asset Manager Intermediary Oversight Ebook

Distributors

Mutual Fund Data Management Ebook

CASE STUDIES

Asset Managers

Intermediary Oversight: A Case Study in Enhanced Efficiency

Distributors

Case Study: Data Management Solution Supports Brokerage Firm

Asset Managers

Case Study: Transforming Fee Management for a Leading Investment Management Firm

Financial Industry

CIT Study: 2021 State of the Industry – Data From Our Annual Survey

PRODUCT SHEETS

Asset Managers

Delta Data Asset Management Solutions Overview

Distributors

Delta Data Distribution Solutions Overview

Asset Managers

An Overview of NQR, a Delta Data Company

Distributors

Navigate Mutual Fund Data Complexity with the HUB, powered by Delta Data

Asset Managers & Transfer Agents

Fund Transfer Agent & Recordkeeping Solutions

Asset Managers & Transfer Agents

Multi-Platform Fund Trading Solutions

Asset Managers

Pooled Investment Distribution Fee Management

Distributors

Fund Trade Management and Position & Income Reconciliation

Asset Managers

Comprehensive Visibility into Counterparty Activities

Distributors

DaaS: Access Cleaner Mutual Fund and Pooled Assets Data

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