Case Study

If Insurance gains deeper insight into performance data

If Insurance gains deeper insight into performance data

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All rights reserved © SkySparc AB INDUSTRY: Insurance SOLUTIONS: SkySparc OmniFi and Consulting SUCCESS STORY If Insurance gains deeper insight into performance data | AUTOMATED RECONCILIATION DELIVERS FASTER, CLEARER, MORE ACCURATE RESULTS | CHALLENGES If uses Wallstreet Suite version 7.4 to manage its investments and cash flows through the front, middle, back-office and accounting processes. The Investment Accounting department also runs Oracle’s JD Edwards EnterpriseOne (E1) accounting software. As part of the control function, the accounting team reconciles the performance data against the accounting data on a monthly basis. This is done by extracting instrument details (such as individual transaction data) from the portfolio management system and comparing them against

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