MFO Firm Automated Reconciliation to Scale Operational Accuracy

How Grand Thera transformed manual backoffice reconciliation into structured, end-to-end automated control for a Multi-Family Office.

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About the Company

• Multi-Family Office (MFO) operating in wealth management and fiduciary services, overseeing complex portfolios across multiple custodians and asset classes.

  
  

• Operating in a highly regulated and transaction-intensive environment, the organization required greater operational efficiency, real-time reconciliation accuracy, and tighter control over fiduciary positions.
  

The Challenge

The MFO managed high transaction volumes across multiple custodians, asset classes, and fiduciary accounts in a highly regulated environment.

Backoffice reconciliation was largely manual and spreadsheet-driven, creating:

• Delays in fiduciary position validation

• Operational bottlenecks

• Elevated risk of reconciliation errors

• Limited real-time visibility into financial exposures
  

The fiduciary reconciliation process consumed a significant portion of operational hours, reducing agility and increasing risk.

Grand Thera Deployment

Grand Thera implemented a decision-grade architecture built on:

TheraOS Structured consolidation of treasury, transforming fragmented sources into real-time exposure and risk signals:

• Automated alerting system

• Real-time divergence dashboards

• Structured visualization of reconciliation gaps

• Intuitive UX for backoffice and compliance teams
  

Specialized AITs – Predictive and prescriptive models designed to:

• Automatically reconcile transactions and positions

• Detect discrepancies in real time

• Flag inconsistencies for immediate validation

• Continuously monitor reconciliation metrics
  

The system replaced spreadsheet-based processes with automated, logic-driven reconciliation.

Results

• 95% reduction in manual backoffice time through end-to-end automation

• Real-time identification of reconciliation divergences

• Significant reduction in operational errors

• Improved data quality and audit readiness

• Immediate time-to-value, with operational efficiency gains visible within the first 5 days

  
  

The backoffice transitioned from reactive reconciliation to proactive fiduciary control, strengthening operational resilience and decision confidence.

Client Testimonial

“Manual reconciliation was consuming time and exposing us to operational risk. Grand Thera automated the entire fiduciary flow, delivering clarity, precision, and real-time control.” - Executive Director, Multi-Family Office

Discover how Grand Thera AI transforms complex data into clarity, control, and confidence for critical decision-making. Schedule a demonstration .