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features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Morningstar Yes 
SmartOffice Yes 

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 

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