NüWorkflowOpulos Financial Software
|
||||||
Related Products
|
||||||
About
Coresix is an AI-powered knowledge management platform that helps teams capture, organize, and access internal knowledge using custom AI agents. The system features a centralized hub connecting documents, notes, and conversations from various sources including Google Drive, Notion, Slack, and Confluence, creating a searchable and contextual knowledge base. The platform allows switching between private and frontier AI models, providing flexibility for different tasks. The software automates workflows with configurable AI agents for research and summarization tasks. Coresix includes implementation support, onboarding assistance, and strategy consulting services. The platform maintains data security while enabling teams to collaborate with AI in shared spaces. The system requires minimal setup time and integrates with existing tools to maintain knowledge continuity even when team members depart an organization.
|
About
NüWorkflow was born out of the needs encountered while working at an investment firm. The solutions to those needs touch all departments: IT, administration, client service and research. NüWorkflow has features that each department will find useful. For the IT department, features such as creating workflows, managing database connections, and error tracking. For the client service and admin departments, daily reports, automation and quality assurance. For the research department, the ability to re-run certain workflows (setup by IT), via a browser (which means not having to ask someone in the IT department to do it). Automated tasks need to use database connections, FTP servers, calendar & holiday logic, email templates and other inputs. If only a few tasks exist, then it might be manageable. However, as the number of automated tasks grows, it becomes more important to have a system that will manage your company’s automation.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Individuals, Small Teams, SMBs
|
Audience
Companies looking for a business process automation platform
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and VideosNo images available
|
Screenshots and Videos |
|||||
Pricing
$29/user/month
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationCoresix
Founded: 2025
United Kingdom
coresix.ai
|
Company InformationOpulos Financial Software
Founded: 2013
Canada
www.opulos.com/solutions/nuworkflow/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
|
||||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|