Addressing industry transparency through Opus Portals
Over 15 years ago, Opus Fund Services launched a tech-driven fund administration platform, transcending traditional spreadsheet-based methods. Opus has always prioritized innovation, a commitment that continues to drive our development as a leading global SaaS-based fund administrator.
Recent Enhancements to Client and Investor Portals
Mike Canni, Chief Operating Officer at Opus, emphasizes significant recent updates: "We've overhauled our Client and Investor portals to significantly enhance functionality, design, and accessibility, to improve the overall user experience.” These portals now feature more intuitive navigation and adaptive layouts for seamless viewing across devices, enhanced color schemes, and clearer fonts. The newly introduced Digital NAV Pack allows clients real-time access to financial statements with full drill-down capabilities, simplifying the NAV approval process. Additionally, our free SaaS CRM and self-driven client onboarding system set us apart, providing fund managers with powerful tools to streamline operations and enhance interactions without additional costs.
Supporting Fund Managers in Capital Raising
Our suite of tools is designed to streamline the capital raising process, traditionally hindered by outdated methods like spreadsheets and emails. Our integrated SaaS CRM system enhances investor interactions and management of investor pipelines. The online Digital Subscriptions feature expedites the subscription process, while a workflow-driven automated capital call solution supports the expanding closed-end fund market, including private equity. Notably, 47 funds recently launched using our proprietary Digital Subscription functionality, and over 5,000 automated capital call notices have been calculated and sent to date.
Security Measures
Opus maintains the highest standards of data security by managing all development and operations in-house within a secure virtual environment. Our dedicated Opus Cyber team ensures best practices are consistently followed, providing clients with peace of mind regarding the integrity and confidentiality of their data. During a recent cyber audit by Grant Thornton, Opus achieved "Optimized" maturity level under the globally recognized ISO277001:2022 standard.
Continuous Improvement and Compliance
Informed by client feedback and a dynamic regulatory landscape, Opus remains committed to continuous enhancement. We have recently improved our platforms to align with new SEC regulations requiring increased transparency and oversight. The introduction of ATR+, an advanced transparency tool, provides real-time risk monitoring and multi-fund information, setting a new standard for transparency in fund administration. By continuously innovating and responding to client needs, Opus is leading the evolution of fund administration technology, providing powerful tools that enhance transparency, efficiency, and client satisfaction within the fund industry.