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  The challenging environment of the last few years propelled a very dramatic shift within mutual fund operations towards leveraging technology solutions and advancing technology transformation. With a renewed focus on efficiency, the industry is leaning into technology overhauls driven by automation and smart workflows. In a recent interview, a CTO of one fund servicing...

  Last month, Delta Data hosted a collection of clients and mutual fund industry leaders in Boston for a roundtable discussion that included some of the investment community’s most influential contributors. The invitation-only annual forum on March 28, 2023, featured an agenda that included in-depth discussions and insightful presentations addressing the key forces shaping the...

  Last week, Delta Data hosted a collection of clients and mutual fund industry leaders in Boston for a roundtable discussion that included some of the investment community’s most influential contributors. The invitation-only annual forum on March 28, 2023, featured an agenda that included in-depth discussions and insightful presentations addressing the key forces shaping the...

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...

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.

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