Obsidian SmartDocs

Obsidian SmartDocs

Obsidian Suite
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About

Built exclusively for banks and credit unions, Continuous’s intelligent automation platform unifies automation, document intelligence, and identity-security across core operations so institutions can scale without bolstering headcount. Serving over 1,600 financial institutions, supporting more than 120 million accounts and $5 trillion in assets, it connects systems, people, and processes to replace error-prone workflows with purpose-built automation that enables faster lending, audit-ready compliance, real-time IT operations, and secure access controls. With more than 300 integrations, it automates lending from intake to funding, streamlines regulatory compliance and identity provisioning, and handles high-volume operations behind the scenes so institutions can focus on serving their communities, not repetitive back-office work. See how Continuous can evolve with your needs, reduce complexity, and power the impact you make every day.

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

Banks and credit unions seeking a solution to streamline lending, compliance, IT operations and identity/security workflows

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

Continuous
United States
continuous.com/the-continuous-platform

Company Information

Obsidian Suite
Founded: 2013
United Kingdom
obsidiansuite.com

Alternatives

Alternatives

Jocata GRID

Jocata GRID

Jocata Financial Advisory & Technology
Options

Options

Options Technology
FundCount

FundCount

FundCount Americas

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

Banno
Docusign
Encompass
Fiserv Fixed Assets for DNA
Fusion Data Cloud
MeridianLink Access
Microsoft Office 2024
Obsidian Suite
nCino Cloud Banking Platform

Integrations

Banno
Docusign
Encompass
Fiserv Fixed Assets for DNA
Fusion Data Cloud
MeridianLink Access
Microsoft Office 2024
Obsidian Suite
nCino Cloud Banking Platform
Claim Continuous and update features and information
Claim Continuous and update features and information
Claim Obsidian SmartDocs and update features and information
Claim Obsidian SmartDocs and update features and information