Obsidian SmartDocsObsidian Suite
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Related Products
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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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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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
Supported
Contact Management
Supported
Investor Accounting
Supported
Investor Reporting
Supported
P&L Calculation
Supported
Partnership Accounting
Not Supported
Performance Analysis
Supported
Portfolio Analysis
Supported
Portfolio Management
Supported
Investment Management Features
Accounting Management
Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Not Supported
Compliance Reporting
Supported
Data Import / Export
Not Supported
For Investment Advisors
Not Supported
For Investors & Traders
Not Supported
Fund Management
Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Supported
Portfolio Management
Not Supported
Risk Management
Supported
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Integrations
Docusign
Not Supported
Obsidian Suite
Not Supported
SAP Cloud Platform
Supported
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Integrations
Docusign
Supported
Obsidian Suite
Supported
SAP Cloud Platform
Not Supported
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