Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Provide your board directors with tailored and precise reporting that enables them to fulfill their fiduciary responsibilities effectively. Utilizing Broadridge data, you can gain profound insights into competitors, allowing for a more representative selection of peer groups and enhanced understanding of trends within the fund industry, ultimately helping you position your funds to advocate for fee increases. You will acquire fund performance, portfolio, and expense data that comply with regulatory and compliance standards for board reports. Custom peer groups reveal avenues for improving margins and maximizing growth potential. By merging personalized insights with exceptional expertise, your board reports can achieve a higher standard. Our consulting teams leverage data from Morningstar, Lipper, and exclusive Broadridge resources to provide comprehensive coverage of fund expenses, performance, and portfolios, as well as tailored peer groups. These insights are then used to uncover trends in the fund industry, enabling the creation of detailed and professional-grade board reports. Moreover, Broadridge collaborates with top industry data providers to ensure clients receive information that is directly sourced from the firms themselves, enhancing the quality and reliability of the reports. This partnership not only strengthens your reporting capabilities but also empowers your board to make informed decisions based on the most relevant and current data available.
Description
Adherence to compliance standards is vital within the realms of security, safety, and emergency response. OpeReady streamlines the management of employee performance, checkpoint effectiveness, and on-the-job training. By pinpointing areas of weakness, our comprehensive compliance software significantly reduces the likelihood of errors. OpeReady not only aids in the planning and implementation of your training initiatives but also automatically archives and analyzes performance data from operations. Additionally, it monitors the preventative maintenance and repair needs of operational equipment. Should any signs of underperformance or delays in compliance activities arise, detailed email alerts will automatically notify the appropriate managers. Each individual's personal file can automatically document various training and compliance tasks, enhancing efficiency and minimizing mistakes. Furthermore, an innovative graphical interface provides the capability to analyze, compare, and derive insights regarding necessary corrective actions to bolster overall performance. This multifaceted approach ensures a thorough understanding of compliance and training outcomes, ultimately leading to improved operational excellence.
API Access
Has API
No
API Access
Has API
No
Integrations
Morningstar
No
SmartOffice
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Broadridge
Country
United States
Website
www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/15c-board-reporting
Vendor Details
Company Name
OpeReady Systems
Country
United Kingdom
Website
www.opeready.com
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Product Features
Compliance
Archiving & Retention
No
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
No
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
Yes
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
No
Performance Management
360 Degree Feedback
No
Compensation Management
No
Custom Rating Scales
No
Customizable Templates
Yes
Individual Development Plans
No
On-going Performance Tracking
Yes
Peer Appraisals
No
Review Cycle Tracking
No
Self Service Portal
No
Self-Appraisals
No
Skills Assessments
Yes
Weighted Performance Measures
No