An OpsMonitor OpsData pack or DiligenceExchange OpsVerification report can be printed from the Fund Home page for any fund subject to OpsMonitor
Castle Hall's OpsMonitor service updates the underlying OpsData quarterly/semi-annually to provide clients with current data and relevant flags. Clients can view or download the current OpsData pack and historic data packs quickly.
- Navigate to the Fund Page from your Home Page Activity Feed or Diligence Coverage or OpsMonitor Tabs
- Once at the Fund record, select OpsData from the Fund Menu options down the left channel
- Select the desired quarter-end data pack to view / download from the drop down at the top right of your screen
- Click on the printer icon - a downloadable pdf will generate in a new browser window
We hope the DiligenceHub Help Center will provide quick answers to your questions as you as you begin to use the app. Please browse the articles at your convenience - and, of course, feel free to send a support ticket or live chat with our team if you have questions at any time.