Fast Reconciliation of Broker Statements: The Key to Staying in Control
Every day, investment managers receive lengthy broker statements, which can be pretty ...
The Importance of Reconciliation for Investment Management
When it comes to investment managers checking daily broker and bank statements, the ...
How Automating Financial Procedures Can Benefit Your Business
Running a regulated financial services business requires the establishment and ...
Why Excel Databases are Not the Right Option for the Financial Industry
Excel is a staple tool in the financial industry, largely because it is readily available ...
The Challenge of FX Reconciliation With Different FX Rate Sources
Foreign exchange brokers on the OTC market often issue multiple FX conversion rates per ...
Why Automate Financial Operations Instead of Using Microsoft Excel?
It may seem surprising that in 2024 many financial services companies still rely on Excel ...
Preparing for DORA, the Digital Operational Resilience Act
Over the past few years, the financial industry has gone ever more digital; a fact that ...
What the 2024 Olympic Games Can Teach Us About Efficient Financial Accounting
Efficient financial accounting is what makes the difference between having a clear, ...
Automating Financial Operations: Save Time & Money While Reducing Errors
In the financial services industry, several daily operations are manual, repetitive, ...
High-Availability FOREX Trading: Reduce Downtime For Continuous Access
FOREX trading is a process that runs uninterrupted every week from Sunday 5pm EST/EDT to ...
Finance Automation: Bid Farewell to Boring Investment Tasks
Every financial company, no matter its size, will have a series of repetitive tasks that ...
Is Running Repetitive Daily Tasks in Excel Really Convenient?
That’s a question everyone working in the Financial Services industry should ask ...