Workflow management software to take Full Control of Your Operations
OpsCheck brings the best parts of innovative software to a centralized product focused on Financial Operations. Control, Oversight, Task management, Projects, Documents, Workflows, Compliance, and Collaboration – all in one solution.
Future operational technology
We bring proven advances in task, document, project, and workflow management to you in a single tool.
Deep operational visibility
Clear and detailed access to your ecosystem that will meet the needs of any C-level executive, client, or regulator.
Thorough operational control
Easily create and control access, coordinate teams, and manage short and long term objectives.
OPERATIONS CONTROL & OVERSIGHT
- Centralized task management workflow and oversight
- Powerful visual reporting and notifications
- Adapts to any type of business, at any size
- Easy collaboration, chat, 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
STREAMLINE YOUR TASKS WORKFLOW
Every member of the team has access to a personalized workflow management dashboard showing upcoming tasks and gives instant access to additional task details as well as one click task completion right from the home screen.
No more sending emails to yourself or sticking notes to your desk, OpsCheck has built in personal or shared notes and customization both for the individual users to track things and each task can also have shared notes for easy collaboration.
SIMPLIFY WORKFLOW TRACKING
No spreadsheets or long granular details getting in the way of productivity. OpsCheck is a workflow management system that simplifies the task details to exactly what you need to get your work done while storing the lengthy audit detail for access when needed.
COLLABORATE & DOCUMENT
Easily work with your team on various tasks in one workflow system through a built in chat feature as well as shared notes and whiteboard area. Everything is contained to its relevant task so there is no searching through emails or paperwork.
POWERFUL SEARCH & FILTER
Flexible, intuitive workflow tool provide exactly what you need to see every time. Search, sort, and export anything in a few clicks with no complex query or technical coding knowledge.
ELEGANT & EFFECTIVE REPORTING
Powerful visual oversight tools can drill in to breakdowns by team member, department, and custom categories. Instantly see red flags and focus on workflow areas that need attention.
UNIVERSAL THIRD-PARTY INTEGRATION
OpsCheck can integrate with any software application through its secure API which allows unlimited customization. Efficient, centralized information sharing offers simple review and tracking in a single location.
INTERNAL & EXTERNAL ACCESS CONTROL
Manage staff, service providers, and portfolio companies all over the globe with extensive permission customization and control. Provide and manage access as needed to clients or any internal or external stakeholder, all from one dashboard.