Client Requirement

  • High-quality, automated daily reconciliation of data across all of administrator's clients.
  • Performance, risk, and compliance reporting with data reconciled with statement data.
  • Administrator can then re-sell cleaned data (and derived reports/analytics) to its clients.

Solution: Reporting + Enhanced Data Outputs + Metrics

  • Standard data collection and reconciliation on Market76’s platform.
  • M76 provides direct data feed of reconciled data to the Administrator for use in their pre-existing reporting applications.
  • Market76 can then produce consolidated data files for the administrator, as well as augmented files with administrator-defined metrics and calculations.

Outcome for Client

  • Optimized internal operations using consistent data across all clients and partner service providers.
  • More consistent, faster service for all administrator clients.
  • New lines of business opened up for existing clients, allowing for easy up-sells for premium administrator services.