Jill Illsley, CPA, CMA, Head of Internal Product Design, shares how Opus Fund Services’ tech-first philosophy has transformed the way fund administration work gets done. Where purpose-built intelligent automations ensure deliverables for every client are met in a secure, timely, accurate manner that mitigates operational risk.
 
While many legacy fund administrators are still relying on manual processes and spreadsheets during critical peak volume periods, Jill explains that Opus and our clients have long benefited from digital solutions, automating critical areas as NAV calculations, capital calls, and financial reporting in just a few clicks.
 
Thanks to Jill for sharing how our unique technology gives Opus the bandwidth and productivity to provide differentiated levels of service and value for all our clients.

"Our current administrator just makes us feel like a number”
With the increasing prioritization on profit over service, fund managers have never been more frustrated from a lack of personalized service and proactive support from their administrator. High turnover, inexperienced coverage teams, delayed response times, and poor investor experiences are all reasons we hear when fund managers choose Opus when upgrading their administrator experience.

Laura Clarke, Vice President of Client Solutions, shares why clients feel like valued partners at Opus and how every client receives a dedicated Client Relationship Manager with a deep understanding of their business and investor requirements.

Clear accountability. Timely answers. And long-term, trusted relationships.

Opus. Engineered for Growth.

For many fund managers, upgrading their administrator will result in improved client service, more institutionalized operations, and enhanced investor experiences. Unfortunately, fund managers will often suffer the status quo because of the perception that changing administrators is a risk.

Erin Rhindress, Senior Vice President of Implementation, explains why with Opus Fund Services, conversions don't have to be painful. In fact, Opus has successfully converted over 500 funds of all strategies, while earning a perfect score for Onboarding in the recent Global Custodian Survey.

Tenured, experienced teams. Strong project management. Clear communication. And a fully transparent, proven conversion process.

Opus. Engineered for Growth.

At a time when legacy fund administration still relies on manual, spreadsheet-based workflows, how does Opus Fund Services have the scale to provide individualized attention for each client?

Stephanie Lavin, Senior Vice President, shares how a day in the life of an Opus fund accountant is not what you'd think. And how the unexpected results in consistent, timely, accurate NAVs.

Experienced accountants, using good judgement, empowered by intelligently automated technology.

Opus. Engineered for Growth.

The status quo is no longer acceptable. Legacy fund administration is failing to keep pace with the needs of fund managers to do more with less, as well as with the ever-increasing standards of their investors.

Geoff Appleby, EVP of Enterprise Architecture at Opus Fund Services, shares how the Opus platform is engineered differently - so we continuously evolve with the industry and remain the best long-term partner for our clients.

Dynamically simple, exponentially scalable, intelligently automated.

Opus. Engineered for Growth.

Opus is excited to welcome Leo LaForce as Director, Sales. With over twenty years of funds experience, at Hedgeserv and Globeop, Leo will further enhance our reputation with institutional investors, allocators, operational due diligence firms and fund managers. Link to the full press release below.

Opus is pleased to welcome James Jackson as Executive Vice President in our Halifax team. He brings with him 25 years of experience in the Financial Services industry. We look forward to work with him and bring our firm to even greater heights, as we're expanding our north American client service, innovation and operational footprint. Link to the full press release below.