Data Management

AutoRek helps firms reconcile the data needed to ensure perfect alignment between finance and risk reporting, both for internal use and externally for regulators.

Key benefits

  • Creates a golden record source
  • Source large volumes of data in a timely manner
  • Robust data governance
  • Aggregate data across disparate systems
  • Greater transparency and control
  • Generates data insights on a continuous basis

Consistency and transparency

AutoRek’s features include automation of internal and external reconciliations, identification and treatment of shortfalls, execution of the daily client money calculation, production of CMAR and support for CASS RP.

Creating a golden source

Creating a “golden source” can be challenging, especially when dealing with legacy platforms or the effects of mergers and acquisitions. From the amalgamation and consolidation of data, to data validation and deduplication, AutoRek's powerful suite of tools lets you create an essential golden source of data.

Fully configurable

Our intuitive UI enables you to create custom dashboards and present relevant information to your team, enabling actionable insights. The platform enables large volumes of data to be actioned and reported against and comes with an extensive security model, ensuring users only see information to which they have been granted access.