WORKFLOW

Enhance operating efficiencies, client support
and regulatory compliance with intelligent
business process management.

 

PRODUCT OVERVIEW   CALL ME

Customisable,
step-by step workflows.
Real-time monitoring.
Sophisticated document management.

Create the seamless operating environment your business needs.

Product Overview
WORKFLOW
Create the seamless operating environment your business needs.

WHY CHOOSE WORKFLOW

Process monitoring
Receive alerts for suspicious activity, change of circumstances, anti-fraud and investor screening hits so potential issues can be investigated and resolved before they become real challenges.
Task allocation
Control and centrally allocate tasks with full maker/checker functionality.
External system integration
Seamlessly integrate WORKFLOW with your core systems to automate your workflows and processes.
Client lifecycle management
Fully manage onboarding, due diligence and offboarding processes along with fund setup, valuation and NAV processing, trade processing, payments and reporting.
Trade order management
Capture trades from various sources and manage orders through each stage with approval/rejection controls.
Document management
Read QR document barcodes and capture email and fax-delivered documents, then integrate relevant content - in full or part, through flexible document splitting - into business processes.
Dashboard
View all your daily activities, identify problems and bottlenecks, and meet your SLAs with a single dashboard.
File capture
Seamlessly manage and exchange data.
Regulatory compliance
Systematically adhere to fund and regulatory compliance rules and reporting requirements.
KPI/MIS
Track and query all your processing tasks, KPIs and other key data points in real time from the dashboard.
Email tracking
Track all internal and external communications in one case file.
Audit trail
Track and record every processing stage to ensure tasks are completed correctly, while enabling easy review and rectification of problems.

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Discover how our solutions can
transform your business.

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