Presentation is loading. Please wait.

Presentation is loading. Please wait.

Delta Data Software, Inc. About Us. ▲ Headquartered in Columbus, GA ▲ Company was started in 1985 ▲ Clients are major financial services firms with over.

Published byAlvin Williams Modified over 8 years ago

Similar presentations

Presentation on theme: "Delta Data Software, Inc. About Us. ▲ Headquartered in Columbus, GA ▲ Company was started in 1985 ▲ Clients are major financial services firms with over."— Presentation transcript:

1 Delta Data Software, Inc. About Us

2 ▲ Headquartered in Columbus, GA ▲ Company was started in 1985 ▲ Clients are major financial services firms with over $1.3 trillion in mutual fund assets under management traded on our platforms ▲ Our team consists of 55 full time employees Delta Data Overview

3 ▲ The mutual fund vertical of investment companies and their distribution partners, including Broker-Dealers, Bank Trusts, Insurance Companies and Retirement Plan Recordkeepers ▲ Automates back-office mutual fund securities trading, reconciliation, income processing and management of distribution fee arrangements ▲ Centralizes and streamlines the management and distribution of pooled securities data ▲ Help clients reduce operating costs, mitigate risk and meet compliance mandates ▲ Developing in-house would require significantly more time and money Who buys our software What does it do Why do they buy it We Develop and Deliver World- Class Software and SaaS Solutions

4 CapabilityOur Solutions Investment Company Broker Dealer Bank Trust & Recordkeeper Mutual Fund Processing FUNDLinx Revenue Manager Fee Manager Enterprise Data Management Profile II APERIOsuite PPM Analytics & Transparency DART Deal Manager Our Customer Types by Solution ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔

5 ▲ Comprehensive Mutual Fund/Fund of Funds back office trading, reconciliation and revenue management system ▲ Comprehensive fund company payment processing system that integrates with the fund’s books and records ▲ Introduction of newly acquired system in 2013 providing a fully automated, comprehensive compliance tool for managing market-timing oversight ▲ Comprehensive sell-side data management solution providing audited data sets to key downstream systems Product Suite

6 Contact Us info@deltadatasoft.com 800-451-9188

Download ppt "Delta Data Software, Inc. About Us. ▲ Headquartered in Columbus, GA ▲ Company was started in 1985 ▲ Clients are major financial services firms with over."

Similar presentations

Web Trader. Key Features Web Trader is a web-based, user- friendly trading platform Cost-effective implementation Proven platform Fully integrating brokerage.

Web Trader. Key Features Web Trader is a web-based, user- friendly trading platform Cost-effective implementation Proven platform Fully integrating brokerage.
money laundering Prevention system at BBVA Investments

money laundering Prevention system at BBVA Investments
Wealth management for affluent individuals is not a singular event. It is a process that must be supported by systems. These systems are developed, tested.

Wealth management for affluent individuals is not a singular event. It is a process that must be supported by systems. These systems are developed, tested.
The CPA & HKFS Affiliation: The key to the relationship is the CPA. The CPA connection is critical in order to most effectively manage any tax-related.

The CPA & HKFS Affiliation: The key to the relationship is the CPA. The CPA connection is critical in order to most effectively manage any tax-related.
Accounting Compliance Performance Risk Ramirez Enhanced Reporting Integrated accounting, compliance, performance and risk reporting and analytics Providing.

Accounting Compliance Performance Risk Ramirez Enhanced Reporting Integrated accounting, compliance, performance and risk reporting and analytics Providing.
My Platform Rules State Street and FNZ Presentation Gold Coast, 23rd February 2015 Chris Liddell, FNZ Sinclair Scholfield, State Street.

My Platform Rules State Street and FNZ Presentation Gold Coast, 23rd February 2015 Chris Liddell, FNZ Sinclair Scholfield, State Street.
Proprietary and Copyright of The Descartes Systems Group Inc. All rights reserved. January 2014 Descartes joins forces with Impatex : DSGX : DSG.

Proprietary and Copyright of The Descartes Systems Group Inc. All rights reserved. January 2014 Descartes joins forces with Impatex : DSGX : DSG.
© 2012 Albridge Solutions, Inc. Albridge Solutions, Inc. is an affiliate of Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of The.

© 2012 Albridge Solutions, Inc. Albridge Solutions, Inc. is an affiliate of Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of The.
| Copyright 20121 © 2012 Broadridge Financial Solutions, Inc. Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Solutions,

| Copyright © 2012 Broadridge Financial Solutions, Inc. Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Solutions,
Comtek Bizsoft Pvt. Ltd.1 Corporate Performance Management & Reporting Challenges for Financial Service Organisations Nilesh Sangani Director Comtek Bizsoft.

Comtek Bizsoft Pvt. Ltd.1 Corporate Performance Management & Reporting Challenges for Financial Service Organisations Nilesh Sangani Director Comtek Bizsoft.
Presentation Title: Utilizing Business Process Management (BPM) and Enterprise Architecture (EA) to Achieve and Maintain a Competitive Advantage Presented.

Presentation Title: Utilizing Business Process Management (BPM) and Enterprise Architecture (EA) to Achieve and Maintain a Competitive Advantage Presented.
Compliance Policy & Procedures An Overview for Staff Prepared by MSM Compliance Services Pty Ltd.

Compliance Policy & Procedures An Overview for Staff Prepared by MSM Compliance Services Pty Ltd.
At Spork, we believe investments in outstanding people, processes, tools, and domain expertise lead to outstanding software solutions for our customers…

At Spork, we believe investments in outstanding people, processes, tools, and domain expertise lead to outstanding software solutions for our customers…
A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company.

A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company.
What’s the Difference? The “Retail” financial industry is where most of the public receives its advice and financial instruments. The “Institutional”

What’s the Difference? The “Retail” financial industry is where most of the public receives its advice and financial instruments. The “Institutional”
FIIS Human Resources FIIS F oundations February 7, 2005.

FIIS Human Resources FIIS F oundations February 7, 2005.
Wealth Management Services

Wealth Management Services
© 2012 Albridge Solutions, Inc. Albridge Solutions, Inc. is an affiliate of Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of The.

© 2012 Albridge Solutions, Inc. Albridge Solutions, Inc. is an affiliate of Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of The.
Copyright of Plato Consulting, inc Plato Consulting M&A Practice.

Copyright of Plato Consulting, inc Plato Consulting M&A Practice.
Career Tracks and Opportunities in Finance. Different Finance Career Tracks  Corporate Finance  Investments  Banking and Financial Services  Insurance.

Career Tracks and Opportunities in Finance. Different Finance Career Tracks  Corporate Finance  Investments  Banking and Financial Services  Insurance.

Similar presentations

Ads by Google