Manage all of your processes in Endowments & Foundations, Pension Funds

Easily manage day-to-day operations in one place.

How can Endowments & Foundations, Pension Funds 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.

An application for Endowments & Foundations, Pension Funds

OpsCheck was designed to enable management to have full control and oversight of operations.

workflow management system software - Opscheck

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 Endowments & Foundations, Pension Funds

As investment professionals make portfolio decisions, the amount of work and responsibility for all non-investment functions is very challenging. Whether you perform these functions internally or outsource them, the responsibility to accurately oversee these jobs remains. These jobs may include managing cash and investment transactions, valuations, performance measurement, reporting,
treasury, compliance, governance, legal and regulatory, and all other functions to manage operations. Mitigating operational risk and preventing operational failures are paramount. OpsCheck elevates your level of control and oversight for any of or all these functions.

Addressing the Challenges of Managing Remote Employees with Superior Task, Workflow, and Project Management Tools

Every manager knows the challenges of managing remote employees. Learn how workflow management tools like OpsCheck helps organizations improve efficiency across teams.

How to Build a Good Deal Flow Management Process

linkedintwitterHunter Walker, a partner at Homebrew Venture Capital (VC) is often quoted saying “you lose 100% of the deals you don’t see”. As a venture capitalist, if your deal flow process is poorly managed, you’re likely missing out on a lot of suitable investment...

What is Consulting in Workflow Management?

Businesses have been moving toward more automation of administrative processes for some time now. The Covid-19 pandemic has served to complicate the upgrading of systems in unexpected ways. With the blizzard of articles, studies, and recommendations across the internet, sorting through whatΓÇÖs credible andΓÇömore importantly, necessaryΓÇöfor your particular firm can be confusing. Workflow consultants can be the key to helping you navigate best practices in challenging times.

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.

See how OpsCheck can upgrade
your Business Operations