Obsidian SmartDocs

Obsidian SmartDocs

Obsidian Suite
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+

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About

SmartDocs is a global innovator in artificial intelligence (AI)-based enterprise chatbots, business process management (BPM), and enterprise content management (ECM) software. With deep integration to the SAP ERP application, SmartDocs products enable customers to quickly innovate, streamline, and realize digital transformation without significant investment in new hardware or software stacks. SmartDocs provides several comprehensive business solutions to address most areas of any organization, including finance, procurement, HR, and sales, that work side by side with SAP ERP and SAP Success Factors solutions. SmartDocs software is available both as cloud-based and on-premise deployment models. Pre-build integration with SAP to provide access to data tied in SAP transactions and master data to the bots. The bots can be trained to use this data intelligently to give effective response to user converstations.

About

Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and websites searching for a chatbot software solution to optimize their customer service

Audience

Investment firms and traders seeking a solution to manage all their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BotPlatform
United States
botplatform.ai/

Company Information

Obsidian Suite
Founded: 2013
United Kingdom
obsidiansuite.com

Alternatives

Alternatives

SmartDocs

SmartDocs

36Software
Obsidian SmartDocs

Obsidian SmartDocs

Obsidian Suite
Modern Requirements4DevOps

Modern Requirements4DevOps

Modern Requirements
Options

Options

Options Technology
V-Person

V-Person

Creative Virtual
Anduin Fund Subscription

Anduin Fund Subscription

Anduin Transactions

Categories

Categories

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Docusign
Obsidian Suite
SAP Cloud Platform

Integrations

Docusign
Obsidian Suite
SAP Cloud Platform
Claim BotPlatform and update features and information
Claim BotPlatform and update features and information
Claim Obsidian SmartDocs and update features and information
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