Data Reconciliation Information Kit

At many firms, reconciliation is still a costly, error-prone, manual process. Learn how to increase efficiency and accuracy while reducing costs by automating reconciliation with our Data Reconciliation Information Kit. Packed with practical advice and real-world examples, this informative kit will help you realize the benefits of automated data reconciliation.

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REPORT

White Paper: A Guide for Improved Reconciliation
Discover how to reduce your costs and risks with this informative white paper on best practices in data reconciliation.

PRODUCT BRIEFS

Advent Custodial Data
Learn how Advent Custodial Data collects, consolidates, and electronically delivers secure, standardized custodial data.
DTCC Interface
DTCC Interface is a highly scalable trade settlement reconciliation application that works with Advent’s trading and portfolio management software.
Rex
Learn how to eliminate inefficient manual reconciliation with Rex, Advent’s automated reconciliation solution

CASE STUDIES

Broyhill
Read about how this firm uses Advent Portfolio Exchange® through Advent® Back Office Service to outsource their back office and free up time to focus on more value-added activities such as account maintenance and reconciliation.
Ferguson Wellman Capital Management
Read how this wealth management firm achieved faster daily reconciliation with fewer errors using Advent Custodial Data.
Rigel Capital Management
Read how this institutional asset manager handled rapid growth using the DTCC Interface, Rex, and Advent Custodial Data.

Click here to download your free Data Reconciliation Information Kit.