AutoRek is an award winning financial controls software, specialising in automated reconciliations, cash allocations and compliance solutions.

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Solution Literature: Data Management

21st March 2018

AutoRek provides at its core, a powerful data management platform supporting the data collection, consolidation, validation and submission required for compliance with reporting regulations and directives. Our purpose-built solutions are used to improve the quality and efficiency of financial data management, from cost reduction and process...
AutoRek Whitepaper - Challenges of Regulatory Reporting

14th February 2018

We explore several of today’s key regulatory reporting challenges including: •The creation of a ‘golden source’ of data which can increase both confidence and performance in meeting ongoing regulatory reporting and compliance challenges; • The Impact and Uncertainty the UK’s Exit from Europe (Brexit) may have on Regulators; • The...
Automating ATM Cash Management: Reconciliations & Reporting

24th January 2018

his paper explores how to use software to fully support ATM cash management, reconciliation and reporting processes. There are several challenges to manual ATM reconciliation and cash management, including: -Manual Controls -Internal Uncontrolled Interface -Substandard Data Quality Exacerbated by Increasing Volumes -Inflexible Systems which do...
Solution Literature: AutoRek for Insurers

17th January 2018

AutoRek provides a robust, automated control regime to fully support financial and operational management. To find out more and to download your complimentary copy of this paper please complete the short form below.
Regulatory Round-Up Video

16th January 2018

Giliian discusses the potential regulatory challenges facing firms in 2018. Starting with the Senior Managers and Certification Regime, Gillian considers the extended scope, approaching the allocation of responsibilities and what technological solutions are available to managers to help them ensure they are in control. Gillian then reflects on the...
MiFID II Transaction Reporting: Be in Control

21st September 2017

To fully comply with MiFID II Transaction Reporting, companies have to demonstrate that they have full oversight and control of the full trade life cycle. AutoRek can assist you with complying with the Regulatory Technical Standards (RTS) by creating a control framework that will monitor all trades and escalate issues to the right people both...
CASS Oversight of Third Party Administrators

14th September 2017

AutoRek provides an automated control framework which minimises the need for manual processing of data received from TPAs. Key benefits include: Daily analysis and MI on TPA data Daily validity and integrity checks on TPA outputs Automatic workflow on breaks and exceptions Instant alerts and notifications direct to the TPA ...
AutoRek Survey: MiFID II Transaction Reporting Readiness

19th July 2017

MiFID II Readiness Survey The aim of this survey is to understand: -Levels of confidence to meet the go-live date; -Which ARM, if any, firms have chosen; -Reliance placed on ARM rules engines; and -Transaction Reporting ownership.
AutoRek Solution Literature: Managing Your Financial Controls

14th July 2017

This Solution Paper provides an oversight into how AutoRek can be of assistance to your firm with regards to Financial Control.
AutoRek Solution Literature - How to Meet CASS Requirements

26th April 2017

Separated in two separate chapters for both CASS 6 (Custody Asset Reconciliations) and CASS 7 (Client Money Reconciliations), this paper explains the ways in which AutoRek will: -Perform Internal and External Custody Reconciliations (CASS 6) -Provide a recorded and date stamped Audit Trail -Automate the CMAR and CASS Resolution Pack