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Date: 18 June 2018

'Reconciliation as a Service' Launched by Watson Wheatley Financial Systems

Watson Wheatley Financial Systems, specialists in securities reconciliation software, have announced the launch of ‘Reconciliation as a Service’. The new initiative is currently live with its first client; a large emerging markets equities asset manager.

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Date: 24 May 2018

Tags: award

Watson Wheatley Shortlisted for 2018 Waters Rankings

Watson Wheatley have been shortlisted in the reconciliation category at the Waters Rankings 2018, Waters magazine’s 16th annual survey covering the technologies and services available to the capital markets.

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Date: 21 May 2018

Tags: Awards

iRecs Claims Investment Practice Reconciliation Platform of the Year 2018

Watson Wheatley have won Investment Practice Reconciliation Platform of the Year at the Corporate LiveWire Global Awards 2018 with the iRecs reconciliation solution.

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Date: 25 April 2018

Watson Wheatley Close Out Financial Year With Record Turnover and New Clients

Reconciliation specialists Watson Wheatley have closed out their financial year with record turnover and the biggest increase in client numbers in its 10-year history. Turnover, excluding prepayments, for the 2017/18 financial year is up 33% on 2016/17.

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Date: 17 April 2018

Tags: Awards

2018 Fintech Awards Nomination

Watson Wheatley have been nominated for the 2018 Wealth and Finance Fintech Awards.

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Date: 05 February 2018

Tags: conference, event

Watson Wheatley Sponsor TSAM Show

Watson Wheatley are pleased to announce their sponsorship of the TSAM (The Summit for Asset Management) conference in London on Tuesday 12th March.

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Date: 01 January 2018

Tags: case study

Hedge Fund - ETD & OTC Derivatives Reconciliation

The client, an established Mayfair based hedge fund with over $20bn AUM, needed to reconcile large and increasing volumes of exchange traded derivative trades on a daily basis with its clearers to ensure trading data was accurate, charges were being levied in accordance with agreed commission schedules, and collateral requirements were being correctly applied...

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Date: 14 September 2017

Tags: client win

Watson Wheatley Implements iRecs Reconciliation at Palmerston Capital

Watson Wheatley have announced that Palmerston Capital, the credit-focused alternative investment manager, have implemented the iRecs reconciliation solution.

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Date: 06 September 2017

Tags: award

European Technology Awards

Watson Wheatley are pleased to announce they have been shortlisted at the HFM European Technology Awards 2017

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Date: 23 August 2017

Tags: Hedge Fund

Hedge Fund - Prime Broker and Market Value Reconciliation

A new London based hedge fund with over $400m AUM that uses Paladyne Portfolio Management System required an automated reconciliation system. Initial data volumes were relatively small but anticipated to grow over time. A full reconciliation at the most granular level was required to tie out any discrepancies with Prime Brokers, Administrators and DTCC...

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White Papers.

  • Basic Securities Reconciliation For The Buy Side
  • Data Aggregation For Asset Reconciliation
  • The Direction of Reconciliation Systems
  • Total Equity Reconciliation for Derivatives
  • Reconciliation Best Practice
  • The Role of Reconciliation in Managing Operational Risk
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