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What is OpeReady?

Maintaining compliance with established standards is crucial in the areas of security, safety, and emergency preparedness. OpeReady simplifies the oversight of employee performance, the effectiveness of checkpoints, and the training conducted on the job. By identifying specific weaknesses, our all-encompassing compliance software greatly diminishes the chances of errors occurring. Not only does OpeReady facilitate the planning and execution of your training programs, but it also systematically archives and evaluates performance data from various operations. It keeps track of the preventative maintenance and repair requirements for operational machinery, ensuring everything runs smoothly. In the event of any noticeable underperformance or delays related to compliance tasks, detailed email notifications will be sent out automatically to the relevant managers. Each employee's personal record can automatically log a variety of training and compliance activities, which boosts efficiency and reduces the potential for errors. Moreover, an advanced graphical interface allows users to analyze, compare, and extract insights regarding the necessary corrective actions that will enhance overall performance. This comprehensive strategy guarantees a deep understanding of training and compliance results, ultimately driving operational excellence to new heights. Additionally, continuous improvement in compliance practices fosters a culture of accountability and proactive management within the organization.

What is Broadridge 15(c) Board Reporting?

Equip your board of directors with customized and precise reporting that supports their fiduciary duties effectively. By harnessing Broadridge data, you can unlock essential insights into competitors, facilitating the creation of more accurate peer groups and deepening your grasp of fund industry dynamics, which can strategically position your funds for potential fee increases. Gain access to extensive details regarding fund performance, portfolio compositions, and expense metrics that adhere to regulatory standards for board reporting. Tailored peer group analysis allows you to identify strategies for enhancing profit margins and achieving optimal growth. The fusion of customization with unmatched expertise culminates in exceptional board reporting. Our consulting teams utilize data from Morningstar, Lipper, and our exclusive Broadridge sources to provide broad coverage of fund expenses, performance, and portfolios, enabling the creation of unique peer groups aligned with your specific requirements. By integrating these valuable insights, we can identify industry trends, resulting in board reports characterized by professionalism and depth. Partnering with leading industry data providers, Broadridge guarantees that clients receive meticulously verified data from firms, improving the quality and reliability of your reports. This all-encompassing strategy empowers your board to make well-informed decisions that can greatly influence your organization's overall success, ensuring that they are equipped to navigate the complexities of the financial landscape effectively. Ultimately, this level of reporting not only facilitates compliance but also fosters an environment where strategic growth can thrive.

Media

Media

Integrations Supported

Morningstar

Integrations Supported

Morningstar

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OpeReady Systems

Company Location

United Kingdom

Company Website

www.opeready.com

Company Facts

Organization Name

Broadridge

Company Location

United States

Company Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/15c-board-reporting

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Performance Management

360 Degree Feedback
Compensation Management
Custom Rating Scales
Customizable Templates
Individual Development Plans
On-going Performance Tracking
Peer Appraisals
Review Cycle Tracking
Self Service Portal
Self-Appraisals
Skills Assessments
Weighted Performance Measures

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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