at Financial Technnology Year
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AutoRek Reconciliation
from AutoRek
End-to-end reconciliation platform with comprehensive data management capabilities. Features include automated data ingestion, configurable matching rules, exception management workflows, and robust reporting tools. Supports various reconciliation types including cash, securities, and regulatory reconciliations.
Category:
Reconciliation Solutions
in:
Operations
Systems that automate the matching and reconciliation of transactions across various systems and accounts.
Analysis on right >
Category:
Reconciliation Software
in:
Operations
Tools that automatically match and reconcile transactions across multiple systems, identify discrepancies, and facilitate resolution processes.
Category:
Reconciliation Software
Automated solutions that reconcile investment transactions, custodian records, and internal accounting systems to ensure data accuracy and identify discrepancies requiring resolution.
Reconciliation Solutions analysis
Support and Vendor Services
(9 Yes /9 Known /10 Possible features)
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1. Custom Enhancements Service
Availability of custom development services for bespoke features.
Custom service engagement for enhancements is available from vendor.
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2. Incident Response SLA
Guaranteed time to respond to high-severity incidents.
No information available
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3. Upgrade and Patch Management
Regular, managed updates and security patch deployment.
Regular updates and managed patch process offered for both cloud/on-prem.
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4. Solution Health Checks
Periodic proactive system reviews and health assessments.
Solution health checks and system monitoring offered by vendor support.
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5. Community Forum Access
Peer support forums and knowledge base access.
Peer user community/forum access described in product support collateral.
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6. Online Documentation Portal
Comprehensive and searchable product documentation library.
Comprehensive online documentation portal mentioned in product support section.
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7. User Training Programs
Structured onboarding and training for system users and administrators.
Structured user/admin training programs—referenced in onboarding literature.
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8. Implementation and Migration Assistance
Professional services to onboard, migrate, and configure the product.
Offers project management/professional services for deployment and data migration.
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9. Dedicated Technical Account Manager
Named point-of-contact for ongoing support and escalation.
Assignment of technical account managers for enterprise clients is available.
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10. 24/7 Support Availability
Global support available round-the-clock across regions.
Global 24/7 support SLA is indicated on the vendor site.
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Audit and Traceability
(6 Yes /6 Known /10 Possible features)
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Configurability and Customization
(5 Yes /5 Known /10 Possible features)
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Scalability and Performance
(5 Yes /5 Known /10 Possible features)
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Exception and Dispute Handling
(7 Yes /7 Known /10 Possible features)
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Reporting and Analytics
(8 Yes /8 Known /10 Possible features)
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User Interface and Usability
(6 Yes /6 Known /11 Possible features)
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Security and Compliance
(8 Yes /8 Known /10 Possible features)
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Integration and Connectivity
(8 Yes /8 Known /11 Possible features)
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Core Reconciliation Capability
(10 Yes /10 Known /13 Possible features)
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