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InfoRecon

SGI Infomediary® presents an array of exclusive modular applications built on top of the messaging and connectivity engine, one of which is InfoRecon®. This scalable outsourced solution automates the reconciliation of cash data (transactions and balances) and securities data (positions and transactions) across all of our client’s service providers.

InfoRecon delivers a range of benefits in three key areas: technology, industry best practices, and exceptional client service:

Technology

  • A flexible and proven data collection and normalization engine, Infomediary
  • A robust reconciliation software platform for data processing and exception management
  • Comprehensive client reporting accessible through SGI.com or email delivery in various formats (PDF, MS Excel, CSV)

Industry Best Practices

  • Daily reconciliation at the transaction level
  • Collaboration with clients' providers to increase Straight Through Processing (STP) for improved efficiency and reduced risk of errors and omissions

Superior Client Service

  • A centralized team of reconciliation and market specialists, backed by SGI’s award-winning client service organization
  • Adherence to best practices in identifying reconciliation exceptions