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.