OpsCheck

OpsCheck is a cloud-based financial workflow solution that combines task, project, and workflow management features. According to the vendor, it aims to boost operations, maintain accountability, improve compliance, and integrate workflows for financial firms of all sizes, including hedge funds, private equity funds, venture capital funds, real estate funds, pension funds, and accounting firms.

Key Features

Task Management: According to the vendor, OpsCheck allows users to organize and track repeatable tasks, compliance programs, and best practices. It provides the ability to set target dates and manage various reporting, reconciliations, treasury reviews, and calculations.

Workflow Management: OpsCheck enables users to execute on-demand workflow events across multiple departments and groups. The vendor claims it can streamline processes such as client onboarding/offboarding, due diligence evaluations, new launches, and portfolio rebalancing.

Notes Management: OpsCheck offers a feature to organize and track simple to-do lists, eliminating the need for paper notes and sticky reminders. According to the vendor, it can be used for responding to client calls or emails, distributing internal reports, completing presentations, and approving internal requests.

Search and Filter: The vendor states that OpsCheck provides flexible and intuitive search and filter capabilities, allowing users to quickly find and retrieve information within the system. No complex query or technical coding knowledge is required.

Reporting and Analytics: OpsCheck offers powerful visual oversight tools that allow users to drill down into breakdowns by team members, departments, and custom categories. According to the vendor, it helps identify areas that need attention and generate reports for management and stakeholders.

Third-Party Integration: OpsCheck can integrate with any software application through its secure API, enabling centralized information sharing. The vendor claims it can easily integrate with CRM and Capital Raising applications.

Access Control: According to the vendor, OpsCheck enables users to manage staff, service providers, and portfolio companies globally with extensive permission customization and control. It provides a centralized dashboard for managing access and permissions.

Mobile Access: OpsCheck allows users to access the platform from mobile devices, providing on-the-go management and oversight. According to the vendor, it ensures users can stay connected and informed even when away from the office.

Security and Compliance: OpsCheck ensures the safety and security of data with encryption and secure access protocols. According to the vendor, it helps firms stay compliant with regulations such as FATCA, KYC, CRS, AIFMD, Form PF, and more. It also provides a clear audit trail for transparency to regulators and clients.

360° oversight from the cloud: OpsCheck offers cloud-based technology that allows users to manage tasks, documents, and projects in a single solution. According to the vendor, it provides 360° visibility into operations by enabling access and oversight from anywhere.