We currently use QlikView for a number of back office dashboards in Investment Management - we don't currently use it for reconciliation but we are looking into moving our NAV recs into QV - although we are still as discussion stage.
We do use it as a secondary scheduler to run overnight reports for CASS and exports the SQL queries into a CSV in a shared folder.
Thank you for your response Lancaster..
I work in Front Middle Office Investment Management and I identified several advantages to work with a tool like Qlikview.
Beginning January I will move to Private Wealth Management : for Dashboard and Reporting purposes, I think there is several needs..
By the way what do you mean by CASS (Credit Agricole Securities Services ) ?
I can share example of Controls for NAV between D and D-1 for example that i have put in my Qlik app..
I think that Stewart is referring to the Client Asset Sourcebook reports that some UK companies have to produce. The CASS regulations (Client money and assets | FCA Firms) require UK companies that hold client funds to report the value of these client assets to the UK Financial Conduct Authority.