Project management workflow in Fund Administration
Plan and track your processes on the project
How can Fund Administrators 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.
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.
An application for Fund Administration
OpsCheck was designed to enable management to have full control and oversight of operations.
- 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 Fund Administration
Fund administrators are hired to provide services that protect the interests of investors by independently verifying the assets and valuation of a fund. It’s vital that they are accurate and meet their stated deadlines. Various jobs and workflows need to be completed on time with the proper checks, approvals and documentation for everything to be accurate, verifiable and meet their target dates. Reconciliations, valuations, NAV calculations, investor allocations, tracking redemptions & subscriptions, AML/KYC, compliance and other functions are part of the process. OpsCheck elevates your level of control and oversight to help ensure that these functions are completed and fosters accountability and a culture of operational excellence.
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.
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.
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.