Create trade records from brokerage email updates daily
Create trade records from brokerage email updates daily
Your brokerage trade emails go unlogged, creating reconciliation gaps and delayed performance reports. It logs trades to a central table so portfolio managers have updated records same day.
Overview
Stop manual entry of brokerage trade emails and the reconciliation delays that follow. Capture trade details into a central table so portfolio managers and trading analysts can reconcile and report on positions the same day.