Opulos Financial Software

NüWorkflow

5 / 5 4 reviews

Who Uses This Software?

Investment firms looking to automate certain business processes, and perform data validation checks on a regular basis. Importing custodial transactions is also available.


Average Ratings

4 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $1.00/year
  • Free Trial
  • Deployment
    Installed - Windows
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Opulos Financial Software
  • www.opulos.com
  • Founded 2013
  • Canada

About NüWorkflow

Automatically download custodian files, load to SQL and import into accounting system. Automatically reconcile positions. Automated reports cross reference data for integrity checks and notify staff by email. Axys3 to SQL database. Axys3 to APX pre-migration checks, and bulk data fixing. Reduce Dataport costs by 50%. Automate data extracts to send to interested parties or upload to FTP servers. Download web based financial data. Generate charts/graphs. Hard drive space monitoring, and much more!


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NüWorkflow Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

NüWorkflow Reviews Recently Reviewed!


NuWorkflow maintains data quality checks and provides flexible automation.

Feb 09, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: By tracking errors in data and alerting about issues, NuWorkflow helps assure data cleanliness and provides peace of mind. It is also a clever approach to morning data download and processing.

Cons: Although the software is built to help users create their own tasks and workflows with minimal technical experience, to use the system to its full potential it helps if users are technically inclined and have some familiarity with Microsoft SQL Server.

Much easier that to try and do this programmatically.

Feb 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Lots of notification options and reports to make sure everything is working right. This product has saved us a lot of development time.

Cons: If it had a built in scheduler (with option to use the Windows one if desired), it would make the job monitoring easier. Not a show-stopper at all

Working with NuWorkFlow has streamlined our business and we find it an invaluable program.

Jan 23, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Has allowed us to have data flow smoothly and accurately on a daily basis. Having accounts updated daily is a big asset for our business.

Cons: It is sometimes a bit tricky to find the exact place to track down a problem or add a new item.
This con is totally mitigated by the high level of responsiveness and support we receive from NuWorkFlow.

The product does exactly what we needed, convert Advent data to an SQL accessible format.

Jan 21, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: The install was painless, the user interfaces are impressive, the file formats are understandable and operational questions are answered quickly and efficiently. Well designed software!

Cons: Only because "Cons" is a required field, a third party routine is needed to determine when the underlying files change so they can be imported in real time, not on a time schedule. An option for this functionality in the software would be a nice addition!

Overall: The software streamlined the reconciliation process between several of our internal systems.