By Sonya Swink August 24, 2023 – Delta Data has acquired National Quality Review, an analytics service that provides insights into third-party service providers for fund companies, according to a company announcement.
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 National Quality Review (NQR), a recognized authority in delivering unbiased...
Automation Brings Operational Relief to Mutual Fund Industry By Cameron Routh, CEO, Delta Data Last week, Ignites posted a video conversation I had with Sonya Swink at the NICSA Strategic Leadership Forum back in March. At the time, I was primarily thinking about the productivity loss and high-risk asset managers and distributors create by...
In an interview with Ignites, Delta Data CEO Cameron Routh discussed how pricing pressure has exacerbated the need for industry companies to automate their back offices. The recent trend of a challenging environment across the industry has propelled a very dramatic shift within mutual fund operations towards leveraging technology solutions. With a new demonstrative...
Fee Management Solutions Help Funds Monitor Waivers To Protect Against Regulatory Risk Earlier this year, the staff of the SEC’s Division of Investment Management issued a bulletin cautioning mutual funds and their boards of directors about potential implications under the Investment Company Act of 1940 when fee waiver and expense reimbursement arrangements cause different...
Part III: Public Cloud Serves as a Catalyst for Modernization in Financial Services Industry This is the third and final installment in a three-part series that explores Cloud Technology and the Financial Services Industry. In the previous entries, we addressed the slow cloud adoption within the industry and how perceptions have shifted and the...
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 new Chief Technology Officer. With over 20 years of experience...
Part II: Benefits of Third-Party Cloud-Based Solutions in the Financial Services Industry By Colt Younger, Delta Data, Senior Vice President, Product This is the second installment in a three-part series that explores Cloud Technology and the Financial Services Industry. In the previous entry, we addressed the slow cloud adoption within the industry and how perceptions...
Part I: The Past and the Potential of Cloud-Based Solutions in the Financial Services Industry By Colt Younger, Delta Data, Senior Vice President, Product This is the first installment in a three-part series that explores Cloud Technology and the Financial Services Industry. In addition to this entry, which addresses the slow acceptance of cloud-based solutions...
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...
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