Company Research Report: Delta Data

Company Overview

• Name: Delta Data

• Mission: No information is available.

• Founded: No information is available.

• Founders: No information is available.

• Key People:

• Cameron Routh – Chief Executive Officer

• L. Burton Keller – Director Emeritus

• Paul Fitzgerald – Chief Financial Officer

• Dania Calderon – Senior Vice President, Head of Relationship Management

• Bret Bange – Chief Revenue Officer

• Claudine Martin – Senior Vice President, Head of Marketing

• Chris Carney – Chief Technology Officer

• Sue Massaro – Senior Vice President, Head of Client Service & Delivery

• W. Colt Younger – Senior Vice President, Head of Product

• Polly LeBarron – Vice President, Services and Strategy

• Headquarters: Columbus, GA

• Number of Employees: No information is available.

• Revenue: No information is available.

• Known For: Delta Data is recognized as a trusted provider of pooled asset and mutual fund software solutions focusing on transfer agent, sub-accounting, and trading solutions.

Products

Delta Data offers a range of solutions specifically tailored for asset managers and transfer agents. These solutions are designed to streamline operations, enhance visibility, and promote efficiency in managing pooled investment products.

1. Fee Management

• Description: Tool designed to manage and approve intermediary fee payments, integrated with reporting and analytics.

• Key Features: Exception-based workflow, straight-through processing, configurable tolerances, streamlined invoice validation.

2. Relationship & Counterparty Management

• Description: Centralized platform for managing intermediary interactions and evaluating intermediary relationships both qualitatively and quantitatively.

• Key Features: Enhanced management and reporting of oversight activities.

3. Fund Transfer Agent & Recordkeeping

• Description: Cross-border system for processing pooled assets including mutual funds, hedge funds, and more.

• Key Features: Supports all pooled assets, robust transfer agent capabilities.

4. Compliance Tools

• Description: Automated tools for monitoring trade compliance with policies and rules.

• Key Features: 22c-2 monitoring, sub-account monitoring, adherence to market timing policies.

5. Multi-Platform Fund Trading

• Description: System streamlining fund trading processes across global markets using industry-standard protocols.

• Key Features: Support for NSCC Fund/SERV, Canadian FUNDSERV.

6. Intermediary Insight

• Description: Tool for reviewing intermediary audit reports, enhancing compliance and transparency.

• Key Features: In-depth reviews, enhanced efficiency.

7. Service Provider Insight

• Description: Comprehensive analysis of outsourced functions, integrating activities like audit reviews and SLA monitoring.

• Key Features: Diverse function monitoring, comprehensive control analysis.

Recent Developments

• New Product Launches:

• Recently launched automated workflows within the Counterparty Management solution, aiming to enhance relationship management.

• New Features Added:

• Multinational functionality integrated into the Fee Management solution, supporting global intermediary fee processes.

• Acquisitions and Expansions:

• Delta Data acquired Phoenix Systems Inc., leading to the rebranding and expansion of key products in their portfolio to strengthen their pooled fund solutions.

• Awards:

• Burton Keller, founder and Director Emeritus, received the 2023 Nicsa NOVA Lifetime Achievement Award.

• New Partnerships: No information is available.

Conclusion

Delta Data stands out as a significant entity in the pooled asset and mutual fund software solutions landscape by developing cutting-edge products aimed at simplifying intricate financial processes. The company continues to innovate by enhancing its product offerings and expanding through strategic acquisitions to maintain its leadership role in the industry.