- Deal Details:
- Aggregation & Reconciliation of multiple custodian data for Performance measurement.
- Expected volume of 10,000 accounts and 45 custodian.
- 45 custodians to be onboarded over a period of 3 years.
- 1st year’s implementation involves 6 custodians and 4500 accounts.
- Contractual Details:
- Cost estimates have been shared with the client.
- Contract Period – 3 years.
- Project Milestones:
- POC successfully completed.
- Challenges:
- Custodian and account onboarding timelines are fluid.
Project Description
Building Data Aggregation & reconciliation Services for Assets Held Away
Project Details
- Client: Ninth Wave
- Date: April 26, 2022
