Platform · Workflow Engine

Automate depositary workflows end-to-end.

Configurable workflows for approvals, escalations, four-eyes validations, and exception handling. Designed around how depositary teams actually operate, not how software vendors think they should.

Request a demo

Workflow running

Run WF-482 · started 2h 14m ago

Daily NAV reconciliation

European Equity Fund · LU98 0019 4006

3 of 5 complete

Selected task

Four-eyes review

Awaiting reviewer sign-off. 2 comments, 3 supporting documents attached.

Assigned to: Artur Reiter
Status: In progress
Duration: 12 min
Audit entries: 3

Audit log captures every action, comment, and approval.

How it works

From trigger to resolution, fully structured.

01
Design
Drag-and-drop designer with 12 task widgets. Define sequence, roles, four-eyes reviews, and sub-workflows. One template, many funds.
12 task widgets
02
Trigger
Workflows start manually, on schedule, or automatically on platform events. No manual hand-offs required.
Manual · scheduled · event-based
03
Assign
Each task routes to the right person by role and group. Sequential or parallel, with maker-checker enforced.
Role-based routing
04
Execute
Teams work tasks in context: classifications, document collection, validations, limit checks, decisions.
Every action captured
05
Resolve
Workflows close when approvals are signed off. Irregularities can be raised at any step. Sub-workflows reconverge.
Completed · audited

Automation

Workflows that start themselves.

Workflows in Depowise can be triggered manually or started automatically based on events across the platform. Static data changes, fund onboarding, asset register updates, monitoring rule changes, and scheduled recurring controls all trigger the right workflow without manual intervention.

Automated triggers on fund updates, share class changes, cash account modifications, irregularity creation, and investment transactions.
Control Scheduler for single or recurring workflows with fund-level filtering. Past and future runs available for oversight.
On-start adaptability: modify task assignments, deadlines, or remove steps from a template before launching, without changing the underlying template.

Active triggers

5 of 24

New fund onboarding
Event-based · last fired 12 min ago
Live
Share class modification
Event-based · 6 runs today
Idle
Quarterly oversight review
Scheduled · next Mon 09:00
Idle
Irregularity created
Event-based · 3 runs today
Live
Daily NAV reconciliation
Scheduled · daily 18:00
Live

Escalation

Exceptions routed to the right person, every time.

Workflow tasks are assigned based on user roles and groups, ensuring the right people handle the right items. Four-eyes review, maker-checker controls, and multi-step approval chains are configurable per workflow, not hard-coded.

Role-based task assignment with user group controls. Tasks can be reassigned to another user at any point.
Four-eyes and maker-checker logic: configurable per task, with the option to enforce that the approver has not interacted with prior steps.
Sub-workflows allow a main workflow to branch into team-specific or process-specific tracks, then reconverge.

Routing rules

Operations

Pool · 5 reviewers

Maker

Artur Reiter

Checker (four-eyes)

Sara Martinez

enforced

Approver

Senior reviewer pool

Sub-workflow available

If irregularity raised, branch into the dedicated escalation track and reconverge.

Traceability

Every action logged and every decision traceable.

Every workflow task captures who did what, when, and why. Comments, documents, status changes, reassignments, approvals, and rejections are recorded and available for audit. Completed workflows can be reopened for review when needed.

Activity log per workflow capturing all user actions, status updates, comments, and attached documents.
Approval timestamps, user identity, and the Depowise build version recorded on every audit log entry.
Field-level change tracking: old value, new value, modification timestamp, and the user who made the change.
Completed tasks can be reopened for additional documentation. Fully closed workflows support controlled reopening for audit.

Workflow audit log · WF-482

14:08
Approved task · NAV reconciliation
Artur Reiter
Approved
14:03
Cross-check passed · variance 0.02%
Auto
Approved
13:58
Comment added · approved methodology
Sara Martinez
Logged
13:32
Reassigned task to Sara Martinez
Artur Reiter
Logged
09:00
Workflow started · trigger schedule
Auto
Logged

Building blocks

12 task types, one drag-and-drop designer.

Workflow templates are built from a library of purpose-built task widgets. Each widget serves a specific function in the depositary workflow, from document collection to investment limit checks to capital call processing. Drag, drop, configure, and deploy.

Approval

Decision

Manual Task

Collect Documents

Cash Transaction

Capital Call

Trade Validation

Trade Reconciliation

Investment Limit Check

Questionnaire

Sub-workflow

Notification

Process Map

See how depositary institutions structure their operations on Depowise.

Centralised

A central team owns every workflow across all funds. Single approval chain, uniform controls, one operating standard.

Federated

Workflows split by team or jurisdiction. Each team owns its own approval chain. The Depowise platform keeps controls consistent.

Hybrid

A central oversight team plus federated execution teams. Cross-team approvals and sub-workflows reconverge under one audit trail.

Proven

Proof, in numbers.

Run by depositary teams across Europe’s largest fund markets, on live funds, every working day.

3,000+

Funds with active workflows

Operating models supported · centralised, federated, hybrid

Out-of-the-box task widgets

See your depositary operations on Depowise.

Request a personalised walkthrough of the platform.