DocuPlayer

DocuPlayer

DocuPlayer Communications
Obsidian SmartDocs

Obsidian SmartDocs

Obsidian Suite
+
+

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About

Communication. lawyers clients. Start sharing information with clients in a way they can understand. Legal concepts and procedures are confusing. DocuPlayer adds your audio explanations to your documents so clients can replay and consider your advice at their own pace. As lawyers, we struggle to communicate with clients. Good client communication is essential. DocuPlayer is more practical than phone calls and more secure than emails. Made by lawyers for lawyers. Necessity is the mother of invention and innovation. When a client with a complex customer agreement struggled to understand the terms he had to sell, we created an explanation he could replay. His response surprised us - he now understood his contract. Out of curiosity, we tried it with a litigation client's settlement agreement. The client raved that it was so much easier to understand. Each time we used it in a new situation, the response was overwhelming gratitude. We made their role as clients easier.

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

Lawyers that need a communication tool to create videos of their advice and analysis for clients

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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocuPlayer Communications
United States
docuplayer.com

Company Information

Obsidian Suite
Founded: 2013
United Kingdom
obsidiansuite.com

Alternatives

Alternatives

Options

Options

Options Technology
SimplyConvert

SimplyConvert

SimplyConvert LLC
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

Docusign
Obsidian Suite

Integrations

Docusign
Obsidian Suite
Claim DocuPlayer and update features and information
Claim DocuPlayer and update features and information
Claim Obsidian SmartDocs and update features and information
Claim Obsidian SmartDocs and update features and information