Delta Data
Curated by SignalWealth management software suite streamlining asset servicing and trading operations.
Overview
Delta Data is a fintech company that offers a wealth management software suite designed to integrate various tools for wealth managers and financial advisors. The platform features capabilities such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with support from artificial intelligence (AI) and machine learning for predictive analytics. The company targets recordkeepers, bank trusts, and broker-dealers, aiming to address the complexities associated with asset servicing and trading. Delta Data's solutions are intended to automate processes and enhance efficiency while aiming to minimize risk. The company emphasizes compliance and real-time data aggregation to support personalized client engagement and operational effectiveness in a digital financial environment.
Key facts
- Founded
- 1985
- Headquarters
- Columbus, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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