The Modern Workflow Series Episode 1: Jay Maher on Platforms for New Industry Workflows

by Frank Caccio | May 25, 2023 | Workflow Management

Financial services are changing fast as private markets become more public, Web 3.0 takes effect, new market risks emerge, and a shortage of accountants persists. Additionally, finance professionals today increasingly want to work in a hybrid setting, a shift that...

Common Questions About OpsCheck Answered

by Frank Caccio | Apr 26, 2023 | Operational Risk Management

FollowFollow Hi. I’m Frank Caccio, founder of OpsCheck. If you’re considering adopting our solution, we know you’ll have thoughts and concerns. Let’s review some frequently asked questions. Our teams are already busy, will OpsCheck add a lot of work to the day?...

Is OpsCheck A Good Fit For Your Firm?

by Frank Caccio | Apr 20, 2023 | Investment Firms

FollowFollow You may be asking yourself, is OpsCheck a good fit for our firm? That question is crucial because there are a few scenarios where OpsCheck is not the right option. There are pros and cons associated with any service, of course. But OpsCheck is not a good...

The OpsCheck Vision

by Frank Caccio | Apr 5, 2023 | Operational Risk Management

FollowFollow I’m Frank Caccio, the founder of OpsCheck. Early in my career, I was fortunate to work at Tiger Management. It was the premier hedge fund at the time. I had great mentors as well. They demonstrated integrity, leadership, and a great work ethic. That...

OpsCheck Successfully Completes SOC 2 Audit

by Frank Caccio | Mar 28, 2023 | Compliance Management

FollowFollow OpsCheck SOC 2 audit furthers its commitment to security as it advances workflow software for investment managers NEW YORK—March 28, 2023 — OpsCheck, the leader in workflow software for investment management announced the successful completion...