AutoRek platform now available to Linedata clients

AutoRek’s automated reconciliation platform is now available to clients that use Linedata software, offering integrated access to matching, exception management and reporting tools within Linedata’s investment management and operations environments.

The connection enables data ingestion from multiple sources and applies rule-based matching and workflow controls to manage exceptions from identification through resolution. The integration stores matching logic and exception histories to provide an audit trail for cash and position reconciliations.

Deployment options include cloud-based SaaS and on-premise installations. Connectors and APIs link AutoRek’s reconciliation engine to Linedata’s data models and to third-party systems, allowing reconciliation across different asset classes and custodial feeds.

Implementation is handled by joint technical support and project teams. Firms mapping their existing reconciliation rules and data feeds to AutoRek’s configuration are expected to set tolerance thresholds and run parallel testing against legacy processes before full cutover. Ongoing maintenance covers rule adjustments and periodic data quality reviews to accommodate changes in instruments and counterparty formats.

The integrated environment supports centralized reporting for compliance and governance and retains detailed records of matching and exception workflows for review or export to operational dashboards.

AutoRek develops reconciliation and data automation software aimed at standardizing disparate datasets and automating matching logic. Linedata supplies software and services to investment managers, asset servicers and lenders, including order management, portfolio accounting and operations. The integration links AutoRek’s reconciliation workflows with Linedata’s operational platforms to provide an end-to-end reconciliation option for Linedata clients.