Adaptive data solutions.
Active/Past Wallstio Engagements
| Reporting | Governance | |
|---|---|---|
| CAT | -Native trade data ingestion -Report generation -Score card generation | -Business case validation -Exception management -Cross report reconciliation |
| CAIS | -Native client data ingestion -FDID management -Report generation | -Client profile analysis -Conflict resolution -Audit capture |
| OATS | -Native trade data ingestion -Report generation -Score card generation | -Business case validation -Exception management -Cross report reconciliation |
| EBS | -Native trade data ingestion -Compile response data -Report generation | -Missing data identification -Errors remediation -Cross report reconciliation |
| 605/606 | -Native trade data ingestion -Report generation -Client report creation | -Business case validation -Missing data identification -Exempt data review |
| BestEx | -External data ingestion -Interactive visualization -Score card generation | -Strategy ranking review -Competitive analysis -Cost of execution review |
| TCA | -Client rate processing -Report generation -Drill down review | -Strategy ranking review -Competitive analysis -Cost of execution review |