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Acumen Securities Transactions and Reconciliations Import webinar
This webinar explores how users can automate the batch processing and reconciliation of securities transactions and holdings using Acumen’s Import method.
This method allows for seamless handling of various broker file formats, which can be mapped and modified within Acumen to ensure compatibility.
Acumen enhances security processing by utilising three key identifiers: ISIN, Alternate Code (typically the Bloomberg ticker), and Sedol. This robust system ensures accurate and efficient management of securities data, accommodating diverse broker requirements and streamlining operational workflows.
Don’t miss out on learning how to leverage these powerful features to optimise your processes!