Data Control - Reconciliations
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
BE CERTAIN AT EVERY STEP
Transaction data is complex. To manage it effectively, you need a reconciliation process you can trust. Broadridge Data Control Reconciliation ensures you deliver accurate, reconciled data across disparate systems and your enterprise.
Maximize visibility and control across the data life cycle. Systematically detect anomalies, irregularities, missing or incomplete values and records and duplicates. Then, access intuitive dashboards to manage exceptions and resolve issues quickly. Best-in-breed technology and our hands-on consultative approach delivers peace of mind at every step—now and in the future.
BE READY TO MEET EVOLVING BUSINESS NEEDS
Simplify onboarding with access to predefined reconciliation models and preconfigured dashboards. Non-technical match-rule creation makes it easy to add new reconciliations as your business grows. Plus, our expert consulting teams are available to help you design efficient reconciliation processes that maximize control and confidence.
INTEGRATED CONFIRMATION MATCHING IN A SINGLE PLATFORM
Take advantage of our trusted matching technology to gain true three-way matching for counterparty, customer and broker confirmations in real time. View side-by-side comparisons via a simplified portal. Then, prioritize exceptions based on risk profile and urgency.
Key Features
A SINGLE PLATFORM FOR EVERY RECONCILIATION TYPE
Harness a single platform to take control of your reconciliations across the enterprise. From simple to complex, and even high-volume reconciliations, Data Control Reconciliations offers an opportunity to consolidate operations and gain a single view of exceptions.
Every asset class and business area
- Cash, currencies and FX
- Securities
- Derivatives
- Insurance
- Reference data
Lower costs
- Reduce reconciliation onboarding
- Reduce manual intervention
- Minimize exceptions
- Accelerate resolution
Leading-edge risk management
- Early detection of trading, balance and transaction-related anomalies
- Improved business activity monitoring and control
- Real-time exception alerts
- Prioritized and fast-tracked investigation
Key Benefits
Mitigate the risk of trading and settlement-related anomalies with timely detection via intelligent business rules processing.
Improve operational efficiency by using a single solution to automate process control and reconciliations for all asset classes and business areas.
Lower operating costs: Processing expense become a variable cost rather than a fixed overhead that requires significant up-front investment.
Improve control through dynamic business activity monitoring and real-time insight into operations.
Avoid high pre- and post-implementation costs by leveraging Broadridge’s straightforward implementation methodology and its ability to empower users to set up new reconciliation requirements independently.
Reduce cost and time to market and through a broad choice of on-site and outsourced deployment options.
Aid comprehension and performance of manual tasks by screens relevant for each business scenario.
Reduce amount of effort required to deliver proper regulatory compliance.
Supports growing organizations with faster, more informed decision-making.
