WORKFLOW MODULE

Orchestrate your operational value chain

 

The AMINDIS Workflow module acts as a central hub, fully integrated within all our modules, enabling you to model, automate, and monitor your operational processes from end to end. Unlike generic workflows tools, it adapts to your unique business logic, supports complex investment operations, and ensure compliance oversight. 

Modules_Asset_Managers_Workflow_Software_Solution

 

KEY BENEFITS OF AN AUTOMATED WORKFLOW
 

    TAILORED PROCESSES DESIGN:

    Build workflows that reflect your own organization, operational logic, and oversight requirements. 
     

    CENTRALIZED MONITORING AND CONTROL:

    Track all processes in real-time, intervene only when needed, and manage exceptions proactively.

    FLEXIBLE EXECUTION MODES: 

    Trigger workflows manually, on a schedule, or automatically form business events.

    END TO END AUDIT:

    Ensure full traceability of every task, validation, and decisions for complete audit readiness.

 

 

 

WORKFLOW MODULE FEATURES

The AMINDIS Workflow module combines flexibility and control to give asset owners a powerful orchestration tool. From process modelling to automation, monitoring, and auditing, it ensures your operations run seamlessly while adapting to your organization’s specific needs. 

 

Build workflows aligned with your business organization and investment logic. Thanks to a graphical interface, you can easily model even complex processes.

 

 

Schedule tasks on a recurring basis (daily, monthly) or trigger them dynamically based on business or technical events such as file arrival or data updates. This ensures your operations remain synchronized and data flows. 

 

 

Monitor execution in real time through intuitive dashboards. Notifications and alerts keep you informed at every step, allowing you to focus on priorities while maintaining control.

 

 

Anticipate operational risks with automated alerts that pause workflows when anomalies are detected, while allowing manual approvals at critical steps. This ensures rapid response, maintains control, and balances automation with compliance oversight.

 

 

Save time and maximize performance by running multiple processes simultaneously. This allows you to meet high SLA compliance requirements, even at scale.

 

Track status, KPIs, and SLA compliance in a single intuitive interface. Visual insights support quick decision-making and strengthen accountability. 

 

Easily adapt and adjust workflows as your business grows and changes. The system is built to evolve with your organization, avoiding rigid structure that slow down transformation.

 

Retain oversight of your operations while the system manages complexity in the background. You gain efficiency and reliability without losing visibility governance. 

 

 


EXPLORE OUR FULL RANGE OF MODULES FOR ASSET MANAGERS, 
PERFECTLY INTEGRATED WITH THE WORKFLOW MODULE
 

 

PMS module
 
Performance & risk module
 
GIPS module
 

Performance attribution module
 

ESG module
 

Regulatory reports module
 

Client Portal module

Connector module

Publisher module

 

 


 SEE HOW WORKFLOW DRIVES EFFICIENCY ACROSS ALL RELATED BUSINESS AREAS
 

    Investment accounting

    AMINDIS integrates accounting seamlessly into the investment lifecycle, from trade execution to ledger booking. Gain full traceability, multi-GAAP support, and automated valuations for precise, compliant, and efficient portfolio management. 

    Learn more!

    Data validation

    Ensure accuracy and consistency at every stage of the data lifecycle with AMINDIS Data Validation. From integration to post-calculation checks, our solution minimizes errors, strengthens compliance, and safeguards decision-making.

    Learn more!

    Tailored classification

    Transform rigid categorizations into a dynamic, fully integrated classification system with AMINDIS. Adapt classifications to evolving data and business needs while ensuring consistency, flexibility, and auditability.

    Learn more!

    Document management

    Keep every document instantly accessible and linked to its context. The AMINDIS Document Management solution centralizes, secures, and streamlines files for smarter operations and compliance.

    Learn more!

    Middle/Back Office

    Simplify settlement, corporate actions, OTC operations, and cash management. AMINDIS ensures automation, compliance, and seamless accounting integration.

    Learn more!

    Building Block approach

    With AMINDIS’ Building Block Approach, transform complexity into clarity. Create customized analyses that evolve with your strategies and deliver reliable insights.

    Learn more!

    Build your reporting

    Design, automate, and deliver tailored reports with AMINDIS. Our no-code solution centralizes workflows, ensures consistency, and adapts to any format, regulation, or client need.

    Learn more!

 

 

 

 

REQUEST A FREE DEMO