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Delta Data’s annual study reflects input from a survey involving 24 different bank and trust companies, asset management companies, and financial advisors representing several of the top ten financial entities in the United States. This paper details the recent historical improvement in data exchange, transparency, and communications used in the coordination of Collective Investment Trusts...

Columbus, GA – July 27, 2021 – According to a just-published industry study, the continued growth of the CIT industry is dependent on multiple factors, including pending legislation from Washington for 403(b) usage, deploying technology to expedite client onboarding, and improve counterparty communications, and an increase in transparency to mitigate historical pain points with servicing...

Whitfield Athey, CEO and technology architect for Delta Data, joined NICSA during a pop-up session to discuss International Dealer Oversight. In this video, you will learn the following: Not only can you run your domestic oversight program in our platform, but now standardize your International Oversight program as well. Create your questionnaire Send out to...

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