Finbourne deploys Taskize to resolve reconciliation issues

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  • Finbourne integrates Taskize to deliver secure issue resolution to their clients.
  • Enables Finbourne LUSID™ users to resolve portfolio reconciliation issues across parties.
  • Enables efficient onboarding to Finbourne LUSID clients as part of their marketplace offering.
  • Cloud-based for ease of deployment.

Taskize, the leading provider of inter-company workflow to the financial services industry, has been chosen by Finbourne as a component of its award winning LUSID open investment platform.

Finbourne LUSID clients now benefit from streamlined counterparty issue resolution, Taskize’s Smart Directory™ to efficiently resolve issues with the right people, and complete traceability.

Finbourne joins other leading firms using the Taskize network to deliver consolidated cross-party workflow, faster issue resolution, enhanced control, and improved auditability to their clients.

The capability is available to all Finbourne LUSID clients as part of their marketplace offering.

Thomas McHugh, co-founder and CEO of Finbourne said:

“For anyone considering their technology stack and new investment technology systems, being at the forefront of innovation is important. Finbourne is changing the way the industry manages and interacts with its data, simplifying the investment management processes and reducing integration challenges. We are constantly listening to our clients needs and using their feedback to drive which vendors we work with on our marketplace. This approach made Taskize the logical solution in our mission to streamline the exception-based reconciliation challenges faced by our mutual clients.”

John O’Hara, co-founder and CEO of Taskize, said:

“The new normal is for our clients to meet business needs using best-of-breed cloud services whilst retaining control of their data. Taskize provides them with cloud-native exception management, workflow between counterparties, and an open architecture. We are delighted that Finbourne has chosen to use Taskize with its innovative LUSID investment platform. It joins the Taskize network which includes DTCC, Euroclear, LCH and leading sell-side and buy-side firms.”

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