NüWorkflow

NüWorkflow

Opulos Financial Software
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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.

About

Proteus is a technology-driven private market investment platform designed to simplify and scale access to alternative investments for wealth managers, fund sponsors, and qualified investors. It enables advisors to allocate client capital into customized portfolios of private market assets through an integrated system that supports research, due diligence, portfolio construction, and execution. It streamlines complex investment workflows by offering a single electronic subscription process, centralized onboarding, and automated administrative tasks, reducing friction traditionally associated with private markets. Proteus supports the creation and management of feeder fund structures while handling regulatory, governance, and operational requirements, allowing firms to focus on investment strategy rather than infrastructure. It provides secure, white-labeled environments with robust monitoring, reporting tools, and consolidated tax documentation.

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

Companies looking for a business process automation platform

Audience

Wealth advisors managing high-net-worth clients who need a streamlined platform to build, manage, and distribute private market investment portfolios

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Opulos Financial Software
Founded: 2013
Canada
www.opulos.com/solutions/nuworkflow/

Company Information

Proteus
Founded: 2012
United States
www.proteuscapital.us

Alternatives

Alternatives

DipTrace

DipTrace

Novarm Ltd
Allvue

Allvue

Allvue Systems

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.
Claim NüWorkflow and update features and information
Claim NüWorkflow and update features and information
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