Case Study: Global Investment Firm achieves standardized trade data accuracy with SS&C Technologies

Streamlining trade data accuracy and efficiency with SS&C

Global Investment Firm partnered with SS&C Technologies after persistent trade data inconsistencies across multiple investment managers created manual rework, delayed reporting, and increased settlement risk. The firm needed a way to standardize fragmented trade files and improve the accuracy and timeliness of data used across its investment lifecycle, using SS&C’s Data Management and Integration Solutions.

SS&C Technologies implemented a three-stage data quality framework to ingest, validate, enrich, standardize, and deliver trade data into the client’s internal booking systems. The solution automated processing of more than 9,000 trades per month, delivered 100% standardized data, reduced manual intervention and turnaround times, and improved reporting confidence while helping lower operational risk.