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Description

Delta Data Asset Management Solutions provide a comprehensive platform for asset managers and fund distributors to simplify complex relationships and improve transparency. This software empowers asset managers to efficiently manage intermediar...

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Use Cases

Key Features

  • Audit Trail
  • Activity Dashboard
  • Accounts Payable
  • Audit Management
  • Compliance Management
  • Billing & Invoicing

Made For

Industries

  • Asset Management
  • Investment Management
  • Financial Services
  • Wealth Management

Customer Segments

  • Small Businesses
  • Mid-size Businesses
  • Large Enterprises

Supported Platforms

  • Web

Pros

  • Enhanced Transparency: Provides clear visibility into fee structures and distributor relationships.
  • Automated Compliance: Reduces risk and ensures adherence to industry regulations.
  • Streamlined Operations: Automates key processes, saving time and reducing errors.

Cons

  • Potential Integration Complexity: Integrating with existing systems may require effort.
  • Customization Costs: Highly customized fee structures might incur additional implementation costs.
Year Founded
2008
HQ Location
New York, NY
LinkedIn
51-200 employees
@DeltaDataSol
2500 followers

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