How OpenAdmin
Accelerates Compliance
Audit trails, source documents, access logs,
and agent controls built into your workspace.
Data Audit Trail
Automatically log every change with timestamps and full field-level history that shows what changed, who changed it, and before-and-after values across core fund records.
Source Documents
Source documents are linked to each relevant fund datapoint, making it easy to trace for internal workflows and external audits.
Agent-Driven Controls
Agents proactively enforce data integrity and compliance rules, ensuring that data is always up to date and accurate.
Access Logs
Track workspace and portal usage, plus sensitive data access, with detailed logs that support internal governance reviews and compliance audits.
Version Backups
Weekly backups of your workspace are stored in a secure, encrypted storage solution, ensuring you can always revert to a previous version of your data.
Approvals and Reversions
Administrators can approve or revert changes directly from the record history, supporting controlled data governance and error correction workflows.
Compliance at Every Layer
OpenAdmin keeps data, documents, and activity connected. Every update is captured with clear history, audit trails, and access logs, and it links back to the source documents behind the numbers whether it was entered by a user, workflow, or AI agent.
When questions come up, the audit trail is already in the workspace and easy to share. No reconstruction required.
Unlock the benefits of data and AI.
Built for institutional funds.