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Financial controls, regulatory reporting and data management platform

Our core product is AutoRek – a powerful data management tool which encompasses integrity and validation of data, automated reconciliations, workflow and case management, and timely and meaningful management information.

AutoRek streamlines the amalgamation and consolidation of data from disparate systems, together with providing the necessary transparency, good governance and robust audit trails to meet challenging reporting requirements.

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Featured Resources

Videos

Video: CASS Governance

Data integrity and financial controls have a big part to play in CASS governance and firms must be able to understand their data to surface…

Whitepapers

AutoRek for Retail Banks

Traditional players in the retail banking space are under pressure from many directions. After a decade of underinvestment, they are now very much back in…

Solution Literature

Achieving CASS Automation

Through enhanced CASS audit practices, the FRC are fully supportive of the FCA’s determination to drive up the level of client protection. Firms must be…

Whitepapers

AutoRek for Insurance Firms

In recent years there has been an increasing demand for granularity of financial data in the insurance world. Accounting developments such as IFRS17 - Insurance…

CASS – audit of IT systems

Monday 12 November 2018 Blog

It is fascinating that 10 years on from the collapse of Lehman Brothers, the Client Assets sourcebook (CASS) is still…

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