Get a better grip on your Asset Management workflow
How can Asset Management Firms & RIA’s use OpsCheck?
customized to fit and adapt to any type of financial firm around the globe.
Future operational technology
Deep operational visibility
Thorough operational control
An application for Asset Management Firms & RIA’s
- Centralized task management workflow and oversight
- Powerful visual reporting and notifications
- Adapts to any type of business of any size
- Easy collaboration, communication, and document storage
- Greatly improve team efficiency and accountability
- Coordinate across teams, offices, and timezones
- Flexible integration with third party applications
- Centralized communication hub for the entire firm
- Provide transparency to regulators and clients
Built for Asset Management Firms & RIA’s
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.
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.
Business growth can take on many different metrics that contribute to the success of a business. You may want to increase your client base, sell more products or services, innovate new products, or simply make more revenue. Your metrics for success can also mean different things, almost always in relation to hitting goals or achieving your mission.
Does OpsCheck have different levels of user access?
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.