NüWorkflowOpulos Financial Software
|
||||||
Related Products
|
||||||
About
Zero upfront implementation fees while transforming your client experience. We spread our implementation costs over the term of your contract, so you can deliver the kind of experience your clients deserve today. Rapid deployment is crucial to ensure our clients get value fast. Our in-house project and customer success team ensure that your platform is up and running in weeks, not months. For clients who need a highly custom deployment, we provide consulting and professional services to give you exactly what you need. From custom workflow design to software development, we've got you covered. Easy client onboarding, online data rooms for your funds, streamlined document management, and eSignature, and a feature-rich Investor portal. Move your capital raising online and see your time to raise reduced, your costs reduced and your clients enjoying a world-class experience. Make it easy for your clients to view your offerings and educate themselves with integrated data rooms.
|
About
NüWorkflow was born out of the needs encountered while working at an investment firm. The solutions to those needs touch all departments: IT, administration, client service and research. NüWorkflow has features that each department will find useful. For the IT department, features such as creating workflows, managing database connections, and error tracking. For the client service and admin departments, daily reports, automation and quality assurance. For the research department, the ability to re-run certain workflows (setup by IT), via a browser (which means not having to ask someone in the IT department to do it). Automated tasks need to use database connections, FTP servers, calendar & holiday logic, email templates and other inputs. If only a few tasks exist, then it might be manageable. However, as the number of automated tasks grows, it becomes more important to have a system that will manage your company’s automation.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Enterprises and organizations in search of a solution to manage and improve their private capital funds
|
Audience
Companies looking for a business process automation platform
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationAsset Class
United States
www.assetclass.com
|
Company InformationOpulos Financial Software
Founded: 2013
Canada
www.opulos.com/solutions/nuworkflow/
|
|||||
Alternatives |
Alternatives |
|||||
|
||||||
Categories |
Categories |
|||||
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
|
||||||
Integrations
ActiveCampaign
Box
Docusign
Dropbox
Google Workspace
LinkedIn
Microsoft Outlook
Salesforce
Slack
TD Ameritrade
|
Integrations
ActiveCampaign
Box
Docusign
Dropbox
Google Workspace
LinkedIn
Microsoft Outlook
Salesforce
Slack
TD Ameritrade
|
|||||
|
|