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There is a saying that information is power, which is why big data has become such an important part of the financial world. That includes the mutual fund industry, where having access to real-time investment data can provide distributors with a major competitive advantage.  While having access to a tremendous amount of data is great...

By Colt Younger, Senior Vice President, Product Industrywide, investment management firms are starting to pull back on risky or discretionary spending. Many are also starting to tap the brakes on hiring, with plans to even keep some open roles unfilled. A lot of institutions today consider investments in modernizing technology as an essential spend to...

Technology increasingly influences everyday life and business operations. It is always evolving, creating more efficient processes, offering new capabilities, and opening doors to new ways to fundamentally do business. The additional future costs and loss of flexibility that a company sustains resulting from a depreciating system architecture is known as technical debt, or tech debt. Impact of...

Delta Data’s Mutual Fund Data Management solutions accommodates the unique data elements and key functionality needs of pooled investments. Download the Mutual Fund Data Management ebook for a detailed look at the vast data requirements for maintaining a mutual fund on a distribution platform.

Gain a clear and comprehensive risk picture of your intermediary distributors. Delta Data’s Asset Manager Intermediary Oversight ebook provides a detailed look at building a strong intermediary oversight program, including why it’s important and the intermediaries you should focus on.

The investment management industry has seen several key changes in the past few years, with one of the most notable trends being regulator-driven changes in the mutual funds industry. Some of the significant shakeups that have sent firms scrambling have been the SEC modernization rules and the liquidity risk management program. These regulatory changes and...

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 Athey, who was the helm of the Columbus, Georgia-based technology for seven years, has been replaced by Cameron Routh, who was most recently the head of tax solutions at Refinitiv.

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 experienced fintech executive and entrepreneur, with strong go-to-market experience, who...

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