FOCONIS-ZAK

FOCONIS-ZAK

FOCONIS
Obsidian SmartDocs

Obsidian SmartDocs

Obsidian Suite
+
+

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About

Merge, analyze, correct. Find out how FOCONIS-ZAK ® could give you more time for the essentials in day-to-day business. In close cooperation with credit institutes, auditing associations, auditors and computer centers, FOCONIS-ZAK is successfully used by hundreds of credit institutes with different orientations. As part of the committed FOCONIS project, suitable analyzes or functions relating to the area of ​​responsibility of a professional internal control system (ICS) in accordance with Section 25a KWG are now included for all specialist areas in banking. FOCONIS has set itself the task of immediately, often proactively, providing customers with functional expansions as soon as new requirements arise. Be it control requirements, documentation obligations, reports, minimization of process risks and analyzes or process support. With increasing control, documentation and reporting requirements, paired with requirements for cost reduction, cost transparency and economic efficiency.

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

Credit institutes looking for a software solution to merge, analyze and correct control requirements, documentation obligations, reports and processes

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

FOCONIS
Founded: 2000
Germany
www.foconis.de/loesungen/foconis-zak/allgemein

Company Information

Obsidian Suite
Founded: 2013
United Kingdom
obsidiansuite.com

Alternatives

Alternatives

Omnia

Omnia

Fisa Group
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

Docusign
Obsidian Suite

Integrations

Docusign
Obsidian Suite
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