Press and News

Delta Data announces its partnership with the Investment Company Institute (ICI) to help asset managers streamline their participation in ICI's Mutual Fund Transfer Agent Billing Trends and Practices Study.

Delta Data announces its first strategic implementation of Artificial Intelligence (AI) to optimize internal processes and enhance client service, reflecting Delta Data’s commitment to technology-driven efficiencies.

Delta Data announces the next-generation capabilities of its Counterparty Management solution. The new capabilities deliver flexible, automated workflows to modernize and simplify relationship management between fund distributors and asset managers

Delta Data's new Fee Management functionality unifies intermediary fee processes, supporting clients wherever they conduct business.

Delta Data is excited to announce the rebranding of key products from its recent acquisition of Phoenix System’s Inc.

Delta Data proudly announces its acquisition of Phoenix Systems Inc., a fintech firm specializing in global mutual fund transfer agent, sub-accounting, and trading software solutions.

Columbus, GA – November 9, 2023: Delta Data founder and Director Emeritus Burton Keller was honored with the 2023 NOVA Lifetime Achievement Award by Nicsa, a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share,...

The annual Client Conference serves as an opportunity to experience all the critical updates and planned features for the entire Delta Data platform, serving both Distribution Services and Asset Management Solutions.

Strategic Move Solidifies Delta Data’s Position as an Industry Leader of Comprehensive Pooled Asset Software Solutions Columbus, GA – August 23, 2023: Delta Data, a Terminus Capital Partners company and trusted provider of pooled asset and mutual fund software solutions, proudly announces its acquisition of...

Experienced IT Executive Brings Cloud Expertise to Drive Innovation for Delta Data and its Clients February 28, 2023 - Columbus, GA: Delta Data, a leading provider of pooled asset and mutual fund software solutions, is pleased to announce the appointment of Chris Carney as the...

By Sonya Swink March 31, 2022 - Delta Data Chief Executive Whitfield Athey has stepped down, the firm announced Tuesday. Athey, who was the helm of the Columbus, Georgia-based technology for seven years, has been replaced by Cameron Routh, who was most recently the head...

Columbus, GA: March 30, 2022 – A recent audit by Delta Data of nearly 100 mutual funds in the United States identified intermediary fee payments as one of the top three expenses, and ironically the only one of the three still reliant industry-wide on manual...

March 29, 2022 - Columbus, GA:  Delta Data, a leading pooled investment fund software provider, today announced that Whitfield Athey has stepped down as CEO of the company.  He will be succeeded by Cameron Routh, most recently Head of Tax Solutions at Refinitiv. Cameron is an...

October 19, 2021 - A new survey by fintech company Delta Data found that almost 60% of banks are using heavily manual processes in their approach to asset transfers within their trust and wealth management groups.

Tampa, FL - October 19, 2021 - A recent Delta Data survey of nearly 40 US banks, including two of the top twenty-five banks by total assets, found a common thread: Many banks (nearly 60%) are still employing approaches to asset transfers within their trust/wealth...