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The addition of the new solution set expands Delta Data’s footprint into the global pooled funds space.
boston and columbus, georgia, March 12, 2024 /PRNewswire/ — Delta Data, a Terminus Capital Partners company and a trusted provider of pooled funds and mutual fund software solutions, is a global mutual fund transfer agent, subaccounting, and trading software solution. This acquisition strengthens Delta Data’s mission to provide industry-leading, mission-critical solutions to the pooled funds industry.
With over 40 years of operation, Phoenix Systems has a strong presence in the global financial services industry, serving a diverse range of clients including third-party transfer agents, banks, insurance companies, investment advisory firms, and retirement plans. specialized in providing advanced software solutions. processors and brokers.Integrate Phoenix Leveraging Delta Data’s expertise creates valuable synergies and significantly expands the range of solutions available. phoenix The same goes for Delta Data clients. Phoenix global presence in Europe, Australia, caribbeanand Canada This will allow Delta Data to expand internationally for the first time in the company’s already impressive history.
“We are excited to welcome Phoenix Systems and its esteemed customers to the Delta Data family.” Cameron RouthDelta Data CEO. “Delta Data’s mission is to build the most trusted and comprehensive mutual fund/pool fund software company. Adding Phoenix Systems to our suite of solutions is the next step toward that goal.” Phoenix Our products, world-class customers, and a dedicated team of industry experts give Delta Data a leading market position. By integrating these companies, we will be able to enhance our traditional services. phoenix We demonstrate our dedication to client value while providing unparalleled solutions to Delta Data’s existing clients as well as future clients. ”
“At Phoenix, our mission has always been to streamline the workflow around mutual fund transaction processing and associated account recordkeeping,” he said. alex monicaPresident and Representative Director of Phoenix Systems Co., Ltd. “like delta data, we are focused on helping our clients improve efficiency and run their businesses smarter and faster. We are excited to join Delta Data as they are leading the way in serving the pooled funds industry,” Monica added.
With this second strategic acquisition, within a year ( August 2023, Delta Data acquires National Quality Review, a recognized authority on providing unbiased insight into third-party shareholder services, distribution, custody, and other key operations to large U.S. financial institutions. Did). Delta Data has solidified its position as an industry leader and trusted partner. Pooled Fund Solutions Sector. These strategic moves highlight Delta Data’s unwavering dedication to excellence and innovation, ensuring that we continue to shape and redefine industry standards in service and reliability.
“We are excited to acquire and partner with Phoenix Systems. This acquisition expands Delta Data’s fund trading capabilities and adds record management to Delta Data’s solution set. is a new and exciting investment that is both strategic and complementary and supports our vision of creating cutting-edge software, “a provider of pooled capital space.” alex westernTerminus Capital Partners Managing Director. “moreover, Phoenix A strong international presence allows Delta Data to accelerate its global strategy, an important lever for further growth. ”
For more information about Delta Data and its expanded suite of solutions, please visit: www.deltadata.com.
Delta Data Media Contact:
claudine martin
Senior Vice President of Marketing
[email protected]
508-341-2123
www.deltadata.com
About delta data
Delta Data is a trusted provider of technology solutions for the mutual fund and pooled fund industries, processing trillions of dollars in assets for top financial institutions.
Our industry-vetted SaaS integration suite is trusted by 4 of the top 10 U.S. banks, 3 of the top 5 U.S. retirement records management companies, and 23 of the top 25 U.S. wealth managers. It has been. We help financial companies navigate complex regulatory environments and reduce risk through efficient data management and streamlined automation. Join industry leaders and benefit from our innovative and proven solutions.
About Phoenix Systems
Since 1981, Phoenix Systems has been developing software applications for the global financial services industry. phoenix Our customers include investment funds, third-party transfer agents, banks, insurance companies, investment advisors, brokers, and virtually all companies that manage investment funds and their associated accounts. phoenix The application processes thousands of investment funds and millions of customer accounts representing nearly 5 trillion assets for customers around the world.learn more
About Terminus Capital Partners
Terminus Capital Partners is a growth-oriented private equity firm focused on business software companies founded in 2017. Atlanta, Georgia. Terminus is differentiated by our industry expertise, procurement engine, operational strategy, and buy-and-build methodology, and we strive to be the partner of choice for capital providers, bankers, and management teams in the enterprise software space. Masu.
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