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Not All Reconciliation Reports Are Created Equal

Let’s be honest: reconciliations are painful. The three best words to describe traditional reconciliation are bulky, time-consuming and never-ending. Report layout is an excellent example. Most reconciliation reports have so …

The Awful Truth About Managing Change

To paraphrase a former British prime minister, he who rejects change is the architect of decay. The only place that can reject change is the cemetery. No one wants their business …

The Truth About Cost Basis Reporting

Is cost basis reconciliation necessary? Conventional wisdom would say that the answer is ‘yes’. Everyone knows that any firm managing investments should be completely reconciled with their custodian on a …