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Tag Archives: fundblast

Moving Towards a Model-Driven World: Fund Roundtable Recap

Recently we had the opportunity to gather with asset managers and others in mutual fund operations in Boston for our annual roundtable, where we discussed many of the pressing issues changing our industry. We realize how difficult it can be to take a step back to evaluate how our industry is changing, so we’re grateful to have had the opportunity to hear from key companies and individuals to strategize on challenges and opportunities brought on by industry disruption. Read more

New Year: Improve Your Counterparty Relationships

As 2018 comes to a close, it’s time to think about strategies to make 2019 your best year yet. Solutions that just “got the job done” in the past year do not cut it anymore as firms and industry professionals are looking to innovate and optimize existing processes. If you’re a fund company brainstorming ways to bring your business to the next level in 2019, we have a New Year’s Resolution to add to your list: improve counterparty relationships and communications. Read more

Chief of Operations, Financial Services, Data strategies, FundBlast launch, innovation technology, Robotic Process Automation, mutual funds, financial broker

Financial Industry Trends: Reflections from our 2018 Client Conference

Every year, we have the privilege of bringing our clients together to talk about industry trends and discuss our latest product updates. It’s hands down the most instructive three days for us at Delta Data. They help us draw our innovation roadmap and keep our efforts focused on solving their problems rather than chasing the buzzwords in the headlines. I may be the CEO of Delta Data, but I’m proud to say that our clients truly guide the direction of our company. And I wouldn’t have it any other way. Read more

FundBlast Recognized by NICSA

Every year at NICSA’s General Membership Meeting, the top initiatives, technologies, and personalities in the asset management industry are presented with NICSA NOVA Awards. This year, we’re proud to announce that FundBlast won its “Innovation in Technology” Award, and are honored to have received this prestigious distinction. Read more

President Signs Executive Order on Strengthening Retirement Security

On August 31, 2018, President Trump signed an Executive Order on Strengthening Retirement Security in America. This EO directs the US Department of Labor and the Treasury to consider issuing regulations and guidance that would (1) make it easier for businesses to offer association retirement plans, also known as multiple employment plans (MEP), (2) improve the effectiveness of and reduce costs of furnishing required plan notices and disclosures, to include broader use of electronic delivery, and (3) update life expectancy and distribution period tables for purposes of required minimum distributions. Read more

Counterparty Communications Seen as Most Neglected Function

Twenty years ago, email was coming into its own as a simple and effective solution for counterparty communications important information to large groups of people – a significant technological upgrade to faxes. For the fund industry, this has long been the standard for disseminating important information about products to the firms who distribute and service them. As the years went on, the industry has clung to the email based system ever since, despite the industry growing and becoming more complex. Read more

DLT and AI Top of Mind at SIFMA Fintech Conference

Last week, I attended SIFMA’s Fintech conference in New York. I sat through panels discussing the topics of the day in financial services operations – emerging technologies, the ever-evolving regulatory landscape, you name it. Overall, it was an engaging event with interesting insights into how fintech is transforming the financial services sector. As I reflected on the event and the topics explored, it became clear that many of us face the same challenges in grappling with new technologies that promise to transform the industry. Read more

Our Journey from DeltaDataSoft.com to DeltaData.com

Recently our firm completed the end of what can only be called an odyssey. For years, we sought to acquire the domain Deltadata.com from a company who bought up “swell sounding” domain names in the mid-nineties. Their business model may have been sound, but the execution ended up being quite poor. Despite our best efforts to reach them, we didn’t receive a response from the domain owner for more than 15 years. We felt like someone else had lost the blockchain hash key to our domain name!  Read more