Time-saving Control, Oversight & Compliance
For Due Diligence & Compliance Firms, Consulting Firms, Outsourced COO/CFOs and more.
Need a 360° View of Operations to Mitigate Risk & Boost Productivity?
With OpsCheck, gain full process transparency for you/your clients and maintain an audit trail with centralized project oversight and robust filtering tools to easily retrieve & verify the status of any task or project.
Full 360° transparency
Our workflow technology offers full transparency for operations & compliance efforts. All-in-one management of tasks and workflows supports any operational objective – including for audit trails.
Deep operational visibility
Fulfill the needs of the C-suite, regulators and clients with auditable workflow. A visible company ecosystem clearly displays processes and well-ordered operations for peak efficiency.
Manage everything in one place
Mitigate risk by setting and fully controlling access from the cloud. Oversight of day-to-day operations along with short- and long-term goal management greatly increases productivity.
A powerful tool for Consulting Firms, Outsourced COO/CFOs, Due Diligence & Compliance:
OpsCheck mitigates risk, enhances communication, offers complete transparency for regulatory compliance, and maintains accountability team- and organization-wide.
- Auditable workflow management and operational supervision
- Strong visual reporting and notifications suited to compliance-specific needs
- Effortless collaboration, communication, and cloud-based document storage
- Provides an auditable workflow and full transparency for clients, C-suite and regulators
- Enhanced team efficiency and accountability
- Effectively synchronize operations across teams, offices, and timezones
- Seamless integration with CMR and other third-party applications
- Central communications hub for the entire firm
- Customizable for organizations of any size and type
Built to Make Your Firm’s Oversight and Compliance Efforts Easier
Investment firms and financial services firms continue to increase outsourcing to various consulting firms and other service providers. Whether the intention is to reduce costs, increase efficiency, hire experts, reduce risk or to focus on their core business, the competition is fierce. These services may include accounting, trade support, middle office, due diligence, regulatory & compliance, tax, technology, new launches or customized projects. OpsCheck has various features to help you track, organize and ensure that every job is being completed as scheduled. OpsCheck also offers full transparency for these service providers’ clients if desired, detailed metrics, as well as robust filtering tools to easily retrieve & verify the status of any task or project.
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 what’s credible and—more importantly, necessary—for your particular firm can be confusing. Workflow consultants can be the key to helping you navigate best practices in challenging times.
Due to the volatility of the markets caused by the COVID-19 crisis and increased frequency of losses for one reason or another, the SEC will likely bring more attention to transparency requirements. Service costs and management fees, firm compensation, and key personnel actions should all be monitored for conflicts of interest in the current environment.
Specifically, OpsCheck can memorialize compliance procedures to give heightened attention to actions by the firm and staff that may involve asset transfers into products and services that the firm has a direct involvement in soliciting or borrowing or taking loans from investors.
Having a comprehensive legal framework at an asset management firm will ensure a consistent approach to documentation, transparency for auditors and investors, and reduce liability issues.
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.