sales and asset forecasting
account transfers

We would like to talk with you about how we can help you innovate and operate with our Asset Transfer Manager (ATM).

With ATM, users can set realistic expectations for transferring assets — turning a largely reactive process into a more proactive one. In addition, ATM decreases the likelihood of errors, reducing or eliminating delays or total derailment of the asset transfer process.

Delta Data’s ATM is:

  • Fully integrated with your trust accounting software
  • Fully integrated with significant asset custodians
  • Fully integrated with DTCC and non-DTCC transfer processes
  • Fully integrated with the DTCC Cost Basis Reporting Service (CBRS)

Complete the form below to talk further with us about ATM and view a demo

Delta Data
Delta Data provides the back-end solutions that companies in the mutual funds industry use to process billions of dollars of transactions and keep on top of their data. See more at