Best For

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

Product Details

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!

Contact Details

Opulos Financial Software

http://www.opulos.com

Founded in 2013

Located in Canada

No Media

Starting Price

  • $1.00/year

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

NüWorkflow Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Rebalancing
Real Estate
Risk Management

NüWorkflow Reviews

Overall
5/5
Ease of Use
4.5/5
Customer Service
5/5

Showing Most Helpful

Showing 3 of 3 reviews

Showing Most Helpful

Showing 3 of 3 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
William M.
President
Computer Software, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
January 21, 2018

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

OverallThe software streamlined the reconciliation process between several of our internal systems.
ProsThe install was painless, the user interfaces are impressive, the file formats are understandable and operational questions are answered quickly and efficiently. Well designed software!
ConsOnly 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!
Reviewer Source 
Source: Capterra
January 21, 2018
Katharine E.
VP Administration
Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
January 23, 2018

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

ProsHas allowed us to have data flow smoothly and accurately on a daily basis. Having accounts updated daily is a big asset for our business.
ConsIt 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.
Reviewer Source 
Source: Capterra
January 23, 2018
Marc S.
Database administrator
Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
February 7, 2018

“Much easier that to try and do this programmatically. ”

ProsLots of notification options and reports to make sure everything is working right. This product has saved us a lot of development time.
ConsIf 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
Reviewer Source 
Source: Capterra
February 7, 2018