Coordinate effortlessly with shared workflows built for Broker-Dealers and RIAs. Valcori WorkMate Wealth Management multi-department solution simplifies regulatory testing, ensures consistency, and keeps your entire firm aligned—so compliance becomes a team effort, not a bottleneck.
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From onboarding to vendor approvals, Valcori eliminates repetitive tasks with smart, customizable workflows that save time and reduce errors.
Real-time tracking and automated notifications ensures nothing slips through the cracks—keeping your team proactive and informed.
Use our pre-built templates, modify, or build your own shared workflows to ensure consistency across departments while still allowing flexibility to meet firm-specific needs.
Ditch the paperwork chaos and welcome new hires with a streamlined, automated onboarding experience. Workmate’s onboarding workflows connect HR, managers, and new employees in one centralized platform—making every step fast, trackable, and tailored to your firm’s needs.
Managing user permissions doesn’t have to be a headache. Workmate’s Entitlements Workflow automates approvals, centralizes access tracking, and keeps you audit-ready—all while adapting to your firm’s evolving roles and policies.
Accelerate approvals with automated workflows that keep tasks moving. Workmate’s Task Approval solution routes requests to the right people, tracks every step, and keeps your team informed in real time—so you can reduce delays and increase accountability.
No more email chaos or approval delays. Valcori’s Marketing & Advertising Review workflows centralize assets, streamline feedback, and ensure every version is tracked and compliant—so your campaigns launch faster and smarter.
Keep your vendor approval process efficient, compliant, and on track. Valcori’s Vendor Approval Workflow automates reviews, centralizes vendor data, and gives you real-time status updates—so you can reduce delays and make confident decisions faster.
Keep employee information accurate and compliant with automated workflows that simplify personnel changes. From request to approval, Valcori ensures every update is secure, trackable, and seamlessly recorded—no manual errors, no delays.
Why start from scratch? Valcori offers industry-standard workflow templates designed specifically for financial services. Easily customize, deploy, and maintain consistent processes across teams—so you can save time and scale faster.
Don’t let critical tasks or policy violations slip through the cracks. Valcori’s Escalation Workflows automate approvals, escalate issues instantly, and keep your team informed with real-time updates—ensuring swift action and full accountability every step of the way.
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Short and to the point description
Short and to the point description
Short and to the point description
At Valcori, we believe the best solutions come from collaboration. Your feedback drives our innovation, ensuring we create tools that truly enhance your financial workflows.
We actively engage with our users to understand their challenges and refine our platform. Your insights shape the future of Valcori’s automation solutions.
Our commitment doesn’t end at launch. We continuously improve and adapt based on your real-world experiences, ensuring Valcori stays ahead of industry demands.
Keep up to date with our latest roadmap features, software updates, tips and best practices, and more.
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