FOCONIS-ZAKFOCONIS
|
Obsidian SmartDocsObsidian Suite
|
|||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationFOCONIS
Founded: 2000
Germany
www.foconis.de/loesungen/foconis-zak/allgemein
|
Company InformationObsidian Suite
Founded: 2013
United Kingdom
obsidiansuite.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
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
|
||||||
|
|
|