Create automated workflows for any regulatory process. Prioritize and manage with efficiency and ease.
Build your own workflows, as simple or as complicated as they need to be, or use one off-the-shelf.
You have the flexibility to add stages or tasks, from our library or that you create on an ad-hoc basis.
Decide which application the workflow uses, and assign.
Customization
Workflows library
Add or remove modules
Create modules
Replicate
Streamlined
Define validation process
Business logic
Assign
Conditional steps
Management
Manage reviews
Adjust and update
Collaboration
Across teams
Segregated and simultaneous
Internal and external users
Different access rights
Industries
Asset Management
Trust Services
Fintech
Funds Distributors
Corporates
Security Services
Payment
Banks
Private Equity
Commodities
