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Behind the Curtain: Simplifying the Complexities of Data Reconciliation

SteelBridge releases whitepaper discussing data reconciliation for Private Capital firms. SteelBridge teams regularly encounter scenarios where clients amass large quantities of data and are required to report both to their investors and to regulators. “Ensuring that systems mesh is a challenge for many of our clients,” says Managing Partner James Haluszczak. “We often see firms balancing in-house data warehouses with third party systems and manual inputs, and that can challenge data transparency efforts.” In the paper, SteelBridge posits some solutions for reconciling and integrating systems as well as suggestions on ideal data reconciliation and automation opportunities.