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See what OpsCheck.com can do for your business!

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.

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.

Improve Your Business Processes with Project Management

Improve Your Business Processes with Project Management

Companies around the world have seen, first-hand, the paybacks gained from applying project management methods to tasks and workflow. Once in the construction, manufacturing, and engineering sectors domain, this approach has become synonymous with modern business best practices.
As a distinct discipline, project management (PM) is a relatively new field.

What is Consulting in Workflow Management?

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 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.

Tips to Effectively Manage Remote Employees

Tips to Effectively Manage Remote Employees

At this point, you have heard much about the productivity value of remote working environments and the need to develop processes that support them. With the recent work slowdowns, the “why” of remote working is indisputable. The question for many financial asset management firms is now “how” do they go about establishing remote work procedures that support their business.

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

Get 60 days of OpsCheck free and see how our SaaS-based tool improves your workflow!
Get 60 days of OpsCheck free!