Trade Reconciliation (Brokerage Reconciliation)

Infinit-O understands that the failure to reconcile increases risk. The longer the reconciliation process takes to complete, the higher the chances of incurring losses.

With Infinit-O as your partner, our dedicated operating teams, composed of financial services analysts skilled and experienced in finance and investments, can assist you in checking the completeness and accuracy of trade details entered into the system by the front office, and comparing it to trade confirmations received from brokerage firms.

We understand that there is a need to timely escalate differences to account handlers or traders in case discrepancies are identified and as such we have structured processes to monitor breaks regularly and follow up for resolution until all differences are reconciled.

By choosing Infinit-O's Brokerage Reconciliation Services your company would be able to increase efficiency and effectiveness in the T+1 Trade Verification. Our ISO certified processes guarantee you quality results and security at every turn.

For more information about our Trade Reconciliation outsourcing services, call us at (866) 727-2504 x410 or inquire through our contact form.