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Jun 11, 2019

Time to commit to reconciliation of your encounter data submissions

Your health plan’s encounter submission processes are in place with files getting submitted like clockwork, so you can sit back and relax, right? No! More than 80% of revenue for a typical Medicare Advantage (MA) health plan is risk-adjusted revenue, and if you aren’t continuously evaluating and reconciling encounter submission and response files, you could be missing out on millions of dollars in annual revenue.

Dec 27, 2018

Our most-read blog posts of 2018

As we head into another new year, we’re looking back at our most-read blog posts from the past 12 months. Here’s the list from 2018, arranged in chronological order. We’re excited to continue these conversations and share more content in 2019. Happy New Year!

Aug 24, 2018

Optimizing reconciliation effectiveness with automated workflows and the four-eyes principle

As markets become more diversified, reconciliation has become more specialized.  Compounding this, rising regulatory requirements, both internal and external, have made it a necessity for operations teams to have a specific tool to effectively manage their daily reconciliation processes. 

May 18, 2018

Best practices in investment reconciliation

Organizations have different ideas and requirements about their asset management reconciliation.  Despite these varying viewpoints,  what everyone ultimately needs to know is if their security holdings and cash balances have breaks and if so, why.

May 7, 2018

Advent Portfolio Exchange and Recon exceed expectations at Brown Capital

After Advent became part of SS&C, a wide range of new technology and services became available to clients. One in particular caught Brown Capital’s attention: Recon, a flexible reconciliation solution that supports exception-based workflow management.

Mar 12, 2018

Automating reconciliation, from an accounting point of view

As investment strategies evolve, data providers are more than just custodians, registries and order management systems but now also include alternative asset holders, foreign banks, real-estate trusts and more. The question we must now ask is: has your reconciliation process kept up?

Feb 5, 2018

Maximizing the reconciliation process

Reconciliation is very much a unified effort between technology, data and people. All three need to work in harmony for the process to maximize efficiency.

Jan 23, 2018

Daily reconciliation: neither snow nor rain…

Depending on their business, our clients typically need to match their data to custodians, prime brokers, or fund administrators – or all three. The methods they employ may vary, but ultimately their main goal is to ensure the data within their accounting system matches what the other side knows. The reconciliation challenges we have seen generally fall into three buckets. Read more...


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