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Asset Management
Master Data Management (MDM) for Securities and Portfolios
Complexity
Very High
Timeline
16-24 weeks
Outcomes
4+
Challenge
Inconsistent security and portfolio data across systems creating reconciliation issues and reporting errors.
Solution
Implement MDM framework in Salesforce for securities, portfolios, and fund structures with data governance and quality rules.
Key Outcomes
- Single source of truth for security data
- Consistent portfolio structures
- Automated data quality monitoring
- Reduced reconciliation errors
Tags
master-data-managementdata-governanceasset-managementdata-quality
Implementation Timeline
16-24 weeks
Very High Complexity