Asset Management Workflow

Get a better grip on your asset management workflow with this software suite. Track your progress on projects with OpsCheck, an extremely flexible workflow and task management system. It can be easily customized to fit and adapt to any type of financial firm around the globe. We bring future operational technology with proven advances in task, document, project, and workflow management to you in a single tool. The resulting deep operational visibility means clear and detailed access to your ecosystem that meets the needs of any C-level executive, client, or regulator. The asset management workflow software makes it easy it is to create and control access, coordinate teams, and manage short and long-term objectives.

How can Asset Management Firms & RIA’s use OpsCheck?

OpsCheck is an extremely flexible workflow and task management system. It can be easily
customized to fit and adapt to any type of financial firm around the globe.

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Future operational technology

We bring proven advances in task, document, project, and workflow management to you in a single tool.

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Deep operational visibility

Clear and detailed access to your ecosystem that will meet the needs of any C-level executive, client, or regulator.

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Thorough operational control

Easily create and control access, coordinate teams, and manage short and long term objectives.

How to Use Asset Management Workflow

As an application for Asset Management Firms & RIA’s, it incorporates accounting firm workflow management software designed to enable management to have full control and oversight of operations. The asset management workflow solution features are;

workflow management system software - Opscheck

Centralized task management workflow and oversight
Powerful visual reporting and notifications
Adaptation to any type of business of any size
Easy collaboration, communication, and document storage
Greatly improved team efficiency and accountability
Coordination across teams, offices, and time zones
Flexible integration with third-party applications
Centralized communication hub for the entire firm
Provide transparency to regulators and clients

Order for Asset Management Workflow

Our asset management workflow is immediately available and customizable for Asset Management Firms & RIA’s. As portfolio managers and traders execute investment decisions, the amount of work for non-investment functions is very challenging needing business operations management software to accurately perform these redundancies. The workflow software tools can handle middle and back-office operations, valuations, performance measurement, management company and fund accounting, client service, reporting, treasury, compliance, and all other business operations. So, asset management workflow software comes in to mitigate operational risk and prevent operational failures by taking over policy implementation. View more here and get started today by contacting us for control and oversight for all the above functions.

OpsCheck Testimonial: Jason Gunn

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Digital Transformation in the Financial Sector

Success and change in the financial industry have always been driven by three major forces: client demands, business competition, and innovation. With the advent of the internet, these pressures increased dramatically with clients and customers demanding fast quality services, regulators and auditors expanding asset managers’ obligations, and nimble start-up challengers like online banking and other financial service providers making inroads into the mobile markets.

OpsCheck Spotlights Covid Needs: Data Security (6/6)

With the move to remote working environments due to COVID 19, automated data systems as well as communications platforms have become critical tools for the continued functioning of asset management firms.
As part of the firm’s security measures, regular reviews and testing of technology systems should be incorporated. OpsCheck can support staff coordinate these efforts by tracking who or what is accessing software, files, and third-party vendors. Increased remote access to systems also leads to increased opportunity for unauthorized personnel and even malicious hackers to gain access to sensitive information or, worse, client accounts themselves.

Frequently asked questions

Does OpsCheck have different levels of user access?

Yes, OpsCheck contains “user roles” that can be configured for each individual in the firm. This customization gives users access to what they need to see, and filters out features and data that they do not need.

Is my firm’s activity in OpsCheck auditable?

OpsCheck contains a full and exportable audit trail with robust filtering to retrieve and verify the status of any task and track all changes. OpsCheck was built with the integrity of data being paramount.

Can I access OpsCheck from my mobile devices?

Yes. OpsCheck has a mobile friendly website on the go.

Does OpsCheck support two factor authorization and/or SAML login?

Yes, OpsCheck supports both.

Does OpsCheck integrate with third party apps?

Yes. OpsCheck has built an API for Firms to customize app interaction. Please contact us regarding and questions regarding API.

Will my data be safe?

OpsCheck is compliant with all major security standards, and has scored exceptionally in security audits.

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