Business Process Workflow Management

Create your own custom workflow diagram with drag-and-drop shapes and connectors.
  • Create any workflow that you need. Here are some examples:
    • Track account opening from documentation, to account opening, funding, investing, and billing setup.
    • Track investment goal modifications to ensure that investments are adjusted.
    • Track client cash raises.
    • Track internal requests between teams.
  • Staff can claim lifecycle tasks as they work on them.
  • AdvisorOp can automate certain workflow tasks and decisions.
  • AdvisorOp Workflow Monitors summarize tasks that are in progress across the organization.
  • Reporting highlights unclaimed tasks and tasks that have been open for a long time.