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 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

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

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 Not Supported
24/7 Live Support Not 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 Supported
In Person Not Supported

Training

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

Company Information

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

Company Information

Obsidian Suite
Founded: 2013
United Kingdom
obsidiansuite.com

Alternatives

FinSILK

FinSILK

SmartInfoLogiks

Alternatives

AOPAY

AOPAY

AOPAY Technology
Options

Options

Options Technology
FundCount

FundCount

FundCount Americas

Categories

Financial Services 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

Banno Supported
Docusign Not Supported
Encompass Supported
Fiserv Fixed Assets for DNA Supported
Fusion Data Cloud Supported
MeridianLink Access Supported
MeridianLink Consulting Supported
Microsoft Office 2024 Supported
Obsidian Suite Not Supported
nCino Cloud Banking Platform Supported

Integrations

Banno Not Supported
Docusign Supported
Encompass Not Supported
Fiserv Fixed Assets for DNA Not Supported
Fusion Data Cloud Not Supported
MeridianLink Access Not Supported
MeridianLink Consulting Not Supported
Microsoft Office 2024 Not Supported
Obsidian Suite Supported
nCino Cloud Banking Platform Not Supported
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