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From Excel Chaos to Automated Control

Writer: Marc McCarthy
Marc McCarthy
Mar 3
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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