From Manual Checks to Real-Time Accuracy: The Arrival of the Reconciliation Agent
Summary
AI-powered trade reconciliation for hedge funds transforms post-trade operations by automating data normalization, break detection, and resolution across custodians and brokers. By enabling real-time accuracy, preventing trade failures, and supporting regulatory compliance, AI reconciliation agents are poised to form the operational backstop of modern investment firms.
Premal Desai
Premal Desai is the Managing Director overseeing the product team in India for Arcesium. Prior to his current role, Premal was co-head of Arcesium’s Financial Operations group in India.
Sources:
[i] Reuters, October 2025. https://www.reuters.com/sustainability/boards-policy-regulation/hedge-funds-now-manage-record-almost-5-trillion-says-hfr-2025-10-23/
[ii] Yahoo Finance, December 4, 2025. https://finance.yahoo.com/news/tradeweb-reports-november-2025-total-123000639.html
[iii] AIMA, September 18, 2023. https://www.aima.org/article/achieving-t-1-multi-party-reconciliation-through-automation-of-the-reconciliation-process.html
[iv] Broadridge, 2018. https://www.broadridge.com/_assets/pdf/broadridge-rethinking-reconciliation.pdf
[v] Data-Driven Financial Reporting Accuracy Improvements Through Cross-Departmental Systems Integration in Investment Firms, 2023. https://policyjssr.com/index.php/PJSSR/article/view/321
