From Excel Chaos to Automated Control
- Marc McCarthy
- Mar 2
- 1 min read
Manual reconciliation across 13 process types. Four asset classes. Multiple custodians and fund managers. All running through Excel.
That was the reality for a leading Middle East Sovereign Wealth Fund — until we stepped in.
We designed and implemented a three-way reconciliation framework reconciling their internal systems with custodians and fund managers across multiple regions.
The result: fully automated daily reconciliations, real-time exception dashboards, and a team empowered to run it all independently.
Swipe through to see exactly how we did it. ➡️
At ReconIQ Consulting, reconciliation is all we do — and we do it across the full lifecycle, from strategy through to go-live and beyond.
If your middle or back office is still relying on spreadsheets to manage critical reconciliation processes, let's talk.
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