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Why OpsCheck?

Designed by Operations Experts. Easy to configure, easy to use and adapts to your business. Mitigate operational risk while fostering a culture of operational excellence.

Why clients choose us

Our industry-leading platform functionality and flexible deployment models are backed by an experienced hands-on support team, delivering a best-of-breed SaaS solution that drives success.

Who we serve

OpsCheck is extremely flexible and customizable, which gives it the ability
to adapt to any financial firm around the globe.

What problems do we solve?

No more spreadsheets, Outlook or email are needed to manage operations. OpsCheck replaces those antiquated methods with one single workflow application.

OpsCheck capabilities

Manage any type of operations job for any member at any level:
Mostly used for the “repeatable” tasks performed (daily, weekly, monthly, quarterly, yearly). However, we can also help you organize and track one-time tasks and ad hoc work you perform as well as creating/recalling template tasks for those occasional jobs.
Every firm has events that our workflow feature can help you manage better (onboarding or offboarding clients, employees, counterparties, due diligence processes, new launches, rebalancing portfolios, etc.). Any event that requires multiple steps by various people can be strengthened by using the workflow feature.
Here we can help users organize and track all the simple tasks and reminders that people work on all the time. For example: finish a report, call back a client or colleague on an issue, etc. We built this feature to eliminate all the paper notes, note pads, and sticky notes scattered around your desk.
Key benefits
When you can track any job, meet all your deadlines, keep everyone accountable
and can prove it, the benefits are plentiful.

Promote accountability

OpsCheck promotes individual accountability and responsibility. There is nothing quite as powerful as having someone sign off a completed job or disclosing the pertinent needs to complete a job or resolve a problem. OpsCheck provides managers the assurance that everyone is executing their tasks.

Operational risk oversight

OpsCheck empowers managers to monitor and quickly address any comments or reports related to operating tasks and level of completion. OpsCheck is a critical project management workflow software, where managers can rest assured that everyone is performing their tasks and adhering to the firm’s dashboard and calendar.

Improve communication

Tracking and managing financial operations and maintaining open communication with offices in different time zones is a challenge. OpsCheck helps managers keep track of activities in foreign or satellite offices, prioritize events in a simple fashion, and avoid potential risks created by an imperfect communications structure.

Support your compliance program

Demand from the regulatory environment continues to grow. If you are a registered investment advisor or intend to operate as one, OpsCheck can help you with managing your tasks, deadlines, documentation, and keep you organized for a potential audit.

Guidance as your firm grows

OpsCheck task management software can accommodate firms of all sizes. As small and midsize hedge funds grow, more tasks need to be performed due to greater demand from investors and regulators and evolving industry “best practices.” OpsCheck Suggested Tasks taps the resources of successful large funds to better prepare managers of small to midsize hedge funds to take on additional tasks, as warranted.

Enhance preparation for audits by regulators and investors

OpsCheck enhances hedge funds’ preparation for audits, regulators and investors. An organized and easily retrievable database is essential to operational excellence. OpsCheck can not only help managers influence the outcome of any review and create a very positive impression, but also strengthen command of all issues.

Connect tasks to various data points

OpsCheck is a workflow project management system that helps to connect all tasks to their owner or any related documents, comments, procedures and policies. OpsCheck can be used in isolated areas or throughout the clients entire operational infrastructure.

Virtual internal audit

OpsCheck can help create your own “virtual internal audit.” Internal audits objective is to add value and improve an organizations control and operations.

Peer differentiation

OpsCheck can distinguish your firm from rivals by demonstrating to clients the high integrity and strong risk management oversight.

Project Management

OpsChecks flexible design is a helpful tool for project managers. Everyone involved in a particular project can participate and stay abreast of each others progress. Senior management, meanwhile, is given a greater view of the progress as it happens.

Enhance third-party management

OpsCheck is an essential project management workflow system for managing contracted business partners and fulfilling hedge fund managers fiduciary responsibilities – critical in a world where outsourcing of hedge fund services continues to grow. Administrators, technology vendors, compliance consultants, and pricing vendors to name a few, provide value-added services but need to be managed. OpsCheck provides an efficient platform for managers to assign tasks and oversee all third-party vendors.

Increase Manager Capacity

OpsCheck increases user capacity of operational risk oversight without the added expense of additional staff. Businesses need to perform more functions as they grow, but with this increase, oversight often suffers or more managers are required. Use OpsCheck to increase your managers capacity to oversee all aspects of your business.

Operational due diligence

Operational due diligence is vital to raising capital and maintaining AUM. Investors demand that strict controls and procedures are in place, competent service providers have been chosen as well as viable compliance and business continuity plans. OpsCheck, when used as part of your firms workflow process management, enhances investor confidence and is a differentiator to other hedge funds vying for the same capital.

Acquire SSAE 18 Certification

OpsCheck is a tool to help acquire and maintain SSAE18 attention. The ability of alternative investment managers to demonstrate commitment to investment in strong internal controls can help differentiation managers from their peers. In addition, this report demonstrates a commitment to examining internal controls.

Independent application to avoid conflicts of interest

OpsCheck is an independent task management workflow application that helps firms avoid any conflicts of interest or appearance of a conflict and affords a reliable and accurate history and audit trail functionality.

See how OpsCheck can upgrade
your Business Operations
Get 60 days of OpsCheck free and see how our SaaS-based tool improves your workflow!
Get 60 days of OpsCheck free!