Delta Data

Delta Data is proud to announce significant enhancements to our Fee Management solution 👉 https://lnkd.in/gvE6XDfm. This latest update empowers #assetmanagement firms to efficiently handle intermediary fees for funds regardless of where they are domiciled, marking a pivotal step toward global market expansion. #feemanagement #pooledassets

Intermediaries often face challenges during the distribution of control reports and follow-up process, which is critical for compliance and the maintenance of strong relationships with fund partners. Onboarding and ongoing processes can be time-consuming & labor-intensive without the proper automation... Enter Delta Data's Intermediary Partnership Program: a strategic solution to streamline audit report workflows, enhancing the overall efficiency and effectiveness of an intermediary's relationship with its fund partners. Discover more by downloading the free resource 👉 https://lnkd.in/gtxbX8Hr Visit www.deltadata.com to learn more about our solutions. #intermediaries #mutualfunds #pooledassets

Artificial intelligence is revolutionizing the #assetmanagement industry, with significant implications for the future of fund distribution. As asset managers seek to maximize sales, deepen relationships with advisors, and optimize their sales and marketing resources, many are turning to AI to help them achieve these goals. On a recent webinar sponsored by the Financial Times and Ignites, several leading asset managers shared their insights on how they are implementing AI within their existing distribution functions. The consensus was clear – AI is poised to be a transformative force that will reshape the way asset managers interact with and service their clients.

There are just a few days remaining to answer this month's #mutualfund trivia question! Go to https://lnkd.in/ehBFNpmf and join the fun for a chance to win Delta Data swag. #mutualfund100 #pooledassets

On a recent webinar sponsored by the Financial Times and Ignites, several leading asset managers shared their insights on how they are implementing #AI within their existing distribution functions. The consensus was clear – AI is poised to be a transformative force that will reshape the way #assetmanagers interact with and service their clients. Read more @ https://lnkd.in/egfXQ-Hc

The Delta Data team can't wait to attend the SIFMA Operations Conference & Exhibition this September! Stacy Gordon, MBA, Scott Magnussen, & Scott Marcus As industry leaders gather to discuss the latest trends and challenges in the capital markets, we look forward to sharing our expertise and insights. This year's conference promises to be a pivotal event, with a focus on settlement acceleration, both globally and post-T+1 implementation, AI, operational resilience, and more. We're eager to engage with peers, explore innovative solutions, and contribute to shaping the future of the industry. #capitalmarkets #SIFMA #Ops2024 #SifmaOPS2024

Delta Data can't wait to attend the FT Live Future of Asset Management North America conference on September 25-26 in New York! As the asset management industry evolves, we're eager to dive deep into new models, cost optimization, and the power of technology. Looking forward to engaging sessions and connecting with industry leaders. See you there! #FutureofAssetManagement #AssetManagement #Fintech #DataAnalytics #DeltaData

As a leader in intermediary oversight solutions, Delta Data has helped asset managers overcome many challenges. To discover more, download our 'Intermediary Oversight Essentials Solution Set' booklet at https://lnkd.in/gj_2jpjJ — and start simplifying your intermediary oversight processes! #assetmanagers #intermediaryoversight #deltadata

We're delighted to attend InvestOps Europe 2024, the world’s leading investment operations conference! With the investment landscape rapidly evolving, we're excited to connect with industry leaders and discuss how to navigate challenges like... 👉 Preparing your operations function for the transition to T+1 settlement cycles and impact on European markets 👉 Implementing the latest data, automation, and AI trends to optimize operating processes and boost performance 👉 Launching new post-trade processes to service an increasingly diverse and complex investment product range 👉 Connecting, standardizing, and democratizing data sources to streamline front-to-back workflows and boost productivity Learn more at https://lnkd.in/g4gx822S #investmentoperations #investops #pooledassets #assetmanagers #hedgefunds #pensionfunds

Our July mutual fund trivia winner is Randy Kiser, Associate Director, Relationship Management at SS&C Registered Fund Services! 👏 Let’s keep the fun going. Here is the August question: "Which company introduced the first sector-specific mutual funds, allowing investors to focus on particular industries?" Let us know your answer by going to https://lnkd.in/ehBFNpmf #trivia #pooledassets #mutualfund100 #mutualfunds