Andreas Holtz

Experienced client relations professional with a proven track record of building and nurturing successful client relationships, bringing a strategic and customer-centric approach to every interaction.

Blog Post by Andreas Holtz

Andreas Holtz5 min read

A guide to Cash and position reconciliation

What is position and cash reconciliation? Cash and positions are the two components of an ...

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Andreas Holtz6 min read

Investment Reconciliation [examples, processes & best practices]

What is Investment Reconciliation? Investment management reconciliation ensures that your ...

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Andreas Holtz5 min read

Fund Reconciliation Software [Transactions, Positions, Cash & NAV]

What is fund reconciliation software? Fund reconciliation software is a tool that checks ...

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Andreas Holtz5 min read

Fund Reconciliation: A Comprehensive Guide

What is fund reconciliation? Fund reconciliation means comparing records between your ...

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Andreas Holtz7 min read

Position Reconciliation: A Comprehensive Guide

Position Reconciliation Definition Position reconciliation means comparing the number of ...

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Andreas Holtz6 min read

Trade Reconciliation: A Comprehensive Guide

Transaction reconciliation ensures that an asset manager’s internal information aligns ...

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Andreas Holtz7 min read

NAV and P&L Reconciliation: A Comprehensive Guide

NAV and P&L reconciliation can be complex and it's important to understand how and ...

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Andreas Holtz8 min read

Cash Reconciliation: A Comprehensive Guide

Definition of Cash Reconciliation Cash reconciliation means comparing internal cash ...

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Andreas Holtz4 min read

Best Support and Client Service [for Asset and Investment Managers]

There is no one best approach when it comes to what client service model best suits asset ...

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