Obsidian SmartDocs

Obsidian SmartDocs

Obsidian Suite
+
+

Related Products

  • StackAI
    55 Ratings
    Visit Website
  • Dialpad Support
    1,607 Ratings
    Visit Website
  • Forethought
    166 Ratings
    Visit Website
  • LM-Kit.NET
    29 Ratings
    Visit Website
  • Passwork
    129 Ratings
    Visit Website
  • Sendbird
    166 Ratings
    Visit Website
  • SmartDraw
    573 Ratings
    Visit Website
  • kama.ai
    9 Ratings
    Visit Website
  • Jscrambler
    41 Ratings
    Visit Website
  • AddSearch
    145 Ratings
    Visit Website

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 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

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

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 Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

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
Options

Options

Options Technology
Modern Requirements4DevOps

Modern Requirements4DevOps

Modern Requirements
FundCount

FundCount

FundCount Americas

Categories

Chatbot Supported

Categories

Financial Services Supported
Hedge Fund Supported

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

Integrations

Docusign Not Supported
Obsidian Suite Not Supported
SAP Cloud Platform Supported

Integrations

Docusign Supported
Obsidian Suite Supported
SAP Cloud Platform Not Supported
Claim BotPlatform and update features and information
Claim BotPlatform and update features and information
Claim Obsidian SmartDocs and update features and information
Claim Obsidian SmartDocs and update features and information