Why buy-side reconciliation is at an inflection point
A decade of multi-asset growth, compressed settlement cycles, and rising regulatory expectations are exposing the limits of traditional, batch-driven reconciliation models. For many buy-side firms, the result is a fragmented, reactive operating model – one that generates cost without improving control.
To understand how operations leaders are responding, Smartstream convened an industry roundtable with asset managers and investment firms. The findings reveal a clear pattern: awareness of risk is high, but the gap between that awareness and operational readiness remains significant.
Five realities shaping buy-side reconciliation today
The roundtable surfaced five structural realities that are redefining how buy-side firms think about reconciliation, data integrity, and operational confidence. From the impact of T+1 settlement on intraday control to the growing complexity of third-party oversight, the findings outline where current models are under pressure – and where leading firms are beginning to respond.
The report distils the poll insights and roundtable discussion into a practical framework, covering data risk, settlement timing, automation priorities, and the shift toward reconciliation as a strategic control layer rather than an end-of-day checkpoint.
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