Operations Studio. The back office, made tangible.
Operations Studio is where the platform’s controls meet the people who run them: role-specific workspaces with queues, assignments, service levels, approvals, documents, and evidence — one place for every operational discipline.
Role-specific workspaces
Each discipline gets a workspace shaped to its work.
Account opening
Opening pipelines with document and review status.
Funding
Contribution and deposit queues with limit checks in view.
Transfers
ACATS and non-ACATS pipelines with exception aging.
Custody
Provider service cases and corporate-action elections.
Trust
Fiduciary calendars, reviews, and distribution decisions.
Lending
Servicing, delinquency, and collateral queues.
Payments
Money-movement approvals and returns handling.
Reconciliation
Breaks, corrections, and certifications.
Tax
Certification, withholding, and correction queues.
Statements
Generation runs, failures, and delivery status.
Corporate actions
Announcements, elections, and posting.
Alternative assets
Capital activity and valuation workflows.
Fraud & compliance
Alerts, holds, and case management.
What every workspace shares
The same operational fabric under every role.
Queues & assignment
Owned work with priority and aging.
Service levels
Clocks on every work type, breaches surfaced early.
Maker-checker & dual approval
Sensitive actions require the second set of eyes.
Exceptions
Breaks become owned items, never inbox mail.
Documents & evidence
The records of each action, captured where it happens.
Customer communication
Client-facing messages tied to the work item.
Workload & dashboards
Team workload and operational health at a glance.
Build on the account operating system.
See how this module fits your institution’s account, custody, and operations model.