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Reconciliation Managed Services

A single-supplier, best practice model for managed reconciliation services

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Achieve a new level of operational control and efficiency while reducing risk and costs. Our solution technology, IT services and operational expertise will manage reconciliation across asset classes and process exceptions company-wide.

Core technology enhanced with industry expertise

Gain efficiencies through our leading solution for all of your reconciliation requirements. Then add our managed services for technology and operations to improve performance even more.

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Comprehensive Reconciliation
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Real-Time Exception Alerts
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Business-Wide Dashboard
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Scalable IT Resources
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Deep Domain Expertise
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World-Class Support
Reconciliation

Choose from two solutions to suit your needs

As a provider of proprietary technology and operational expertise, we offer the choice of two managed service models, both utilizing our reconciliation system.

Two Ways to Improve Efficiencies and Performance

Reconciliation Managed Services

A flexible, scalable solution

  • State-of-the-art security via the latest technology and infrastructure
  • Scalable solution that supports growth and change
  • Quick and efficient response to market and regulatory change requirements
  • Can lower operating costs and free up your own IT to focus on different business areas
  • Improved performance with a best practice approach

 

Managed Technology and Operations Services

Benefit from our expertise and support

  • Enhanced performance from years of reconciliation experience
  • Reduced costs via the ability to enter new markets without hiring new specialists
  • Cutting-edge team and support
  • Improved flexibility due to customized on- or offshore services
  • A more predictable and transparent cost structure

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How We Can Help

Improve control of financial transactions

10
Years experience providing reconciliation managed services.
50+
Years experience in the financial services industry.
1,000+
Financial service firms serviced globally.
Recent Insights from the Wealth Industry
Resource
Recent Insights from the Wealth Industry
Reconciliation
Resource
A Best Practice Approach for Business Monitoring and Control
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.
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Wealth Management Firms

Optimize your operating model with managed services

Explore how your firm can benefit from our wealth and retail brokerage trade management services.
Post-Trade Processing Managed Services
Managed Reference Data Service
Reconciliation Managed Services
Expense Management Managed Services
Compliance and Regulatory Accounting Managed Services
Tax Services
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