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Cross-Reference Agent

Cross-references fund data across 5+ external data sources to identify discrepancies. Compares NAV values, holdings weightings, and key metrics against authoritative sources.

Agent ID
cross-reference-agent
Sector Investment Management & Wealth Technology
Status
Operational

Problem Statement

The challenge addressed

Data discrepancies between internal systems and external sources (market data providers, regulatory filings) can cause compliance failures and require manual reconciliation.

Core Logic

How the agent solves it

Cross-references fund data across 5+ external data sources to identify discrepancies. Compares NAV values, holdings weightings, and key metrics against authoritative sources. Calculates variance perce...

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