Miles NAV Reconciliation Upload and Reconcile
Category:
Description:
The Challenge:
The aim was to implement and operate automation for Mutual fund report activity in order to gain significant FTE savings
User manually reconciles NAV data which is very tedious and time consuming process.
Also there are higher chance of Human error
The Solution:-
Bot logs in and downloads reports from three different web portals.
Bot fetches data and creates Uploadable excel file in pre-defined format.
Bot upload this file in Money ware application.
The aim was to implement and operate automation for Mutual fund report activity in order to gain significant FTE savings
User manually reconciles NAV data which is very tedious and time consuming process.
Also there are higher chance of Human error
The Solution:-
Bot logs in and downloads reports from three different web portals.
Bot fetches data and creates Uploadable excel file in pre-defined format.
Bot upload this file in Money ware application.
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5 years