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About

Definio Reply™ is an integrated platform capable of addressing the needs of management, analysis, reporting and logging of financial assets. The target customers of the Definio Reply™ solution have as their objective the active management and monitoring of​ financial portfolios.​ The integration of the financial database with the asset database makes Definio Reply™ a viable and complete alternative to vertical portals. Definio Re​ply™ platform combines a ful set of advanced features like a centralised financial database and a common infrastructure for analysis, reporting and communication. Moreover the platform is composed by specialised modules for portfolio, risk and performance management and support of consultancy services​​. Definio Reply™​ has a fully adaptable configuration adaptable to the needs of your organisation.

About

From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. 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.

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

Organizations searching for a financial platform helping them analyse, report and logging financial assets

Audience

Investor management software for financial firms

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

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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

Definio Reply
Founded: 1996
Italy
www.reply.com/definio-reply/en/

Company Information

Obsidian Suite
Founded: 2013
Canada
obsidiansuite.com

Alternatives

Alternatives

Obsidian SmartDocs

Obsidian SmartDocs

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PackHedge™

PackHedge™

FinLab Solutions SA
Allvue

Allvue

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AIM

AIM

Altvia Solutions

Categories

Categories

Integrations

Obsidian SmartDocs

Integrations

Obsidian SmartDocs
Claim Definio Reply and update features and information
Claim Definio Reply and update features and information
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Claim Obsidian Suite and update features and information