Problem
Scenario
You are building the finance data pipeline for a retirement services organization. Your team needs one reconciled view of holdings, transactions, fees, and performance across manager files, custodian feeds, and consultant reports. The current process depends on manual spreadsheet matching, which creates version conflicts, late closes, and repeated reconciliation work.
Question
How do you synthesize data from managers, custodians, and consultants into a single source of truth?
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