Obsidian SmartDocsObsidian Suite
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies and websites searching for a chatbot software solution to optimize their customer service
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Audience
Investment firms and traders seeking a solution to manage all their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBotPlatform
United States
botplatform.ai/
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Company InformationObsidian Suite
Founded: 2013
United Kingdom
obsidiansuite.com
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Categories |
Categories |
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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
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