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WAML Infomediary® offers a number of exclusive modular applications layered atop the messaging and connectivity engine, including InfoRecon®, a scalable outsource solution that provides an automated process for reconciling cash data (transactions and balances) and securities data (positions and transactions) across all of our client’s service providers.
Benefits of InfoRecon are delivered in three main areas: technology, industry best practices, and superior client service:
Technology
Flexible and proven data collection and normalization engine, Infomediary
Robust reconciliation software platform for data processing and exception management
Comprehensive client reporting that can be accessed via wgaml.com or email delivery in a variety of formats (PDF, MS Excel, CSV)
Industry Best Practices
Daily reconciliation at the transaction level
WAML works with clients providers to increase STP in order to maximize efficiency and reduce the risk of errors and omissions
Superior Client Service
A centralized team of reconciliation and market specialists supported by WAML’s award winning client service organization
Follows best practices of identifying reconciliation exceptions
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