Distribution services business plan Deltadata.com

Delta Data has produced an internet calendar tool to permit banks, record keepers, broker dealers, insurance companies, and economical experts in the pooled investment fund industry, to control the whopping routine https://www.deltadata.com/distribution-services/ occasions in the holiday season, as well as those appointed for the rest of the year. The Delta Data Dividend Calendar is currently available, at a 10% discount through the month of December. Delta Data is a respected provider of software and data management solutions for the pooled investment fund industry, including dividend processing software and dividend distribution data.

Deltadata.com’s All-encompassing twelve-monthly calendar tracks every fund’s payout and allows exact income processing for trust companies, recordkeepers, and broker dealers. The calendar alerts users to payouts beforehand by projecting forward all dividend events over another 13 months. This allows users to comprehend which securities will receive what types of dividends and which days. This also allows back office teams that deal with high volumes to load balance their processing team by illustrating how many projected events will be processed every night. Missing a dividend can have catastrophic financial consequences in today’s omnibus trading environments, in addition to reputational risk when the client statements and reporting require reworking once missed dividends are incorporated.


See all annual security events in an easily accessible online calendar format

View daily, weekly and regular monthly payouts by fund complex, dividend type or for a particular security

Look at daily exceptions and be given alerts when believed dividends have yet to be received with a certain time of day or the expected dividend type differed from that obtained.

Aggressive notification of dividend expectations
Dividend rate facts also available for yet another fee

Results pay-out odds can easily snowball, developing a perfect storm of events that make employee time allocation difficult, especially during the holiday seasons. We developed this tool to provide all finance institutions facing this gross annual challenge having the ability to get ahead of the payments and better manage personnel, minimize mistakes manufactured in haste and serve customers in a timely manner around the numerous annual payouts, says Delta Data CEO Whitfield Athey.

About Deltadata.com

Delta Data provides the back-stop https://www.deltadata.com/oversight-solutions/ who companies in the put investment fund industry use to process vast amounts of dollars of transactions and keep an eye on their data. With companies in this industry facing frequent change from regulatory, technology, industry, and even internal sources, Delta Data helps them see the change through advisory services, get before it with SaaS and installed software solutions, and stick to course without introducing new risks to their systems. Which will why lots of the biggest names in financial services rely on Delta Data to help them stay prior to the change. For more information, visit www.deltadata.com