Unreconciled data is a silent threat to asset managers. When positions, cash, or transactions don’t match across systems, the result isn’t just operational noise – it can bring costly missteps, regulatory breaches, or missed trades. Reconciliation is more than a routine middle and back-office function; it’s a frontline defense against financial and reputational risk. Done well, reconciliation keeps the wheels of investment management turning smoothly. Done poorly – or too late – it exposes firms to mistakes with real market consequences.
Read more about how firms are building class-leading reconciliation models, and the challenges and industry trends we see across the space.
