ReconIQ RFP Toolkit – Asset Management Reconciliations

Asset Management Reconciliations – RFP Template

ReconIQ’s Asset Management Reconciliations RFP Template is a structured, practitioner-designed framework to help asset managers run efficient, focused, and outcome-driven vendor selection processes.

Built from real-world reconciliation transformations, the template is tailored specifically to the operating models, data flows, and control requirements of asset managers. It guides buyers to define what actually matters — across positions, transactions, cash, NAV, and accounting reconciliations — while avoiding generic, vendor-led RFP noise.

The template includes:

• Clearly defined functional and non-functional requirements

• Sector-specific reconciliation use cases and priorities

• Data, integration, and operating model considerations

• Governance, control, and audit expectations

• Scoring guidance to support objective vendor comparison

Designed to be vendor-agnostic and immediately usable, this RFP template helps organisations shorten selection timelines, ask better questions, and reduce the risk of selecting a solution that doesn’t scale with complexity or growth.

Ideal as a standalone asset or as a precursor to a broader Reconciliation Health Check or transformation programme.