Processes · Data

Operations

From documents to data, with tracked processes.

Operations live on paper that has to become data: PDFs, attachments and emails to re-key by hand into the core systems. Every manual step is time lost and one more error.

The modules built for you

Automation · DataRoRe

Automatic data extraction from documents and emails.

Turns PDFs, emails and attachments into structured data ready for the core systems, with validation rules configurable by line and process.

Discover RoRe

Accounting · ReconciliationReconH

Automated reconciliation of intermediary accounts.

Automates matching between technical and accounting flows and queues suspense items, with a full audit trail on every task.

Discover ReconH

Deals · KPIsDealT

End-to-end deal management with dashboards and KPIs.

Makes times, bottlenecks and conversion rates measurable across the whole process, in a single dashboard.

Discover DealT

What you gain

Less manual data entry across the whole chain.
Tracked processes, from document to core system.
Faster, better documented month-end closes.

Broker Relations

Who it's for

Portfolio

Want to see RiskAPP at work for Operations? Let's talk.

Talk to us