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Asset Owners Struggle to Move Beyond Spreadsheets

November 13, 2023 by Eugene Grygo

Asset Owners Struggle to Move Beyond Spreadsheets

Pension funds, public funds, sovereign wealth funds (SWF), superannuation funds, endowments, and life insurance companies want to move away from spreadsheets and internally developed solutions used for portfolio management and asset allocation but IT complexities coupled with a shortage of expertise are thwarting their attempts to complete their digital transformations. This is according to the… Read More >>

Filed Under: Derivatives Exchanges, Derivatives Operations, Derivatives Processing, Securities Operations, Affirmation, Allocation & Confirmation, Data Management, Industry News, Middle-Office, Operational Risk, Outsourcing, Reconciliation & Exceptions, Risk Management, Settlement, General Interest, Governance, Digital Transformation, FinTech Trends, Back-Office, Integration, Standards, Performance Analytics, Performance Attribution, Performance Measurement, Portfolio Management, AML/Fraud/Financial Crime, Regulation & Compliance, Regulatory Enforcement, Cybersecurity, Derivatives, Regulatory Compliance, Regulatory Reporting, Social Media, Industry News Tagged With: automation, back office, compliance, manual processes, operational risk, regulatory reporting, Securities Operations, settlement, spreadsheets, treasury

SmartStream’s New Offering Targets High-Risk Manual Recs

June 1, 2016 by Eugene Grygo

SmartStream Technologies is taking on manual reconciliation at small-to-medium-sized firms with a new solution, TLM SmartRecs OnDemand, intended to help them avoid the pitfalls of reconciliation based only on spreadsheets, officials say. “Manual reconciliation of spreadsheets necessitates a number of high-risk steps,” says Robin Hasson, product manager for SmartStream, in response to questions from FTF… Read More >>

Filed Under: Securities Operations, Industry News, Ops Automation, Reconciliation & Exceptions, General Interest, FinTech Trends, Back-Office, Industry News Tagged With: Darryl Twiggs, Excel, manual reconciliations, post trade reconcilliations, Robin Hasson, SmartLabs, SmartStream, software-as-a-service (SaaS), spreadsheets, TLM SmartRecs OnDemand

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