Audience
Investment firms and traders seeking a solution to manage all their operations
About Obsidian SmartDocs
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.
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Obsidian Suite
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.
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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Obsidian Suite
Founded: 2013
United Kingdom
obsidiansuite.com
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Online
Obsidian SmartDocs Frequently Asked Questions
Q: What kinds of users and organization types does Obsidian SmartDocs work with?
Obsidian SmartDocs works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Obsidian SmartDocs support in their product?
Obsidian SmartDocs supports these languages: English.
Q: What kind of support options does Obsidian SmartDocs offer?
Obsidian SmartDocs offers support via online.
Q: What other applications or services does Obsidian SmartDocs integrate with?
Obsidian SmartDocs integrates with: Docusign and Obsidian Suite.
Q: What type of training does Obsidian SmartDocs provide?
Obsidian SmartDocs provides training in the form of live online.
Q: Does Obsidian SmartDocs offer a free trial?
Yes, Obsidian SmartDocs offers a free trial.
Obsidian SmartDocs Product Features
Hedge Fund
Compliance Management
Supported
Contact Management
Supported
Investor Accounting
Supported
Investor Reporting
Supported
P&L Calculation
Supported
Performance Analysis
Supported
Portfolio Analysis
Supported
Portfolio Management
Supported
Partnership Accounting
Not Supported
Investment Management
Accounting Management
Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Supported
Compliance Reporting
Supported
Fund Management
Supported
Performance Metrics
Supported
Risk Management
Supported
Commodities
Not Supported
Data Import / Export
Not Supported
For Investment Advisors
Not Supported
For Investors & Traders
Not Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
Portfolio Management
Not Supported
