The best tool for risk management in your Family Office

Assistance in managing your financial activities and assets

How can Family Offices 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 Family Offices

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 Family Offices

Managing a family office is challenging as they focus on investment management in addition to wealth management. Some family offices also handle tasks such as managing household staff, travel arrangements, property management, payroll activities legal affairs, family governance, philanthropy and private foundations. OpsCheck is extremely flexible and can support the unique set of tasks needed to properly manage the operations of a family office. Customize and track any job, task or project, arrange and label your work by creating multi-layers of an organization so to not miss any job or deadline. OpsCheck will help you build a digital diagram of your whole operation.

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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