Audience
Investor management software for financial firms
About 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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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
Obsidian is a powerful knowledge base that works on top of a local folder of plain text Markdown files. The human brain is non-linear: we jump from idea to idea, all the time. Your second brain should work the same. In Obsidian, making and following "connections" is frictionless. Tend to your notes like a gardener; at the end of the day, sit back and marvel at your own knowledge graph. Note-taking is incredibly personal. Tried every app, but there's always something not quite right? You deserve better. Obsidian is built to be extensible. With 22 core plugins and 149 community plugins, set up your own toolkit and get running in minutes. You'll even be able to install third party plugins or build your own once Obsidian reaches v1.0. Sky's the limit. In our age when cloud services can shut down, get bought, or change privacy policy any day, the last thing you want is proprietary formats and data lock-in. With Obsidian, your data sits in a local folder.
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Company Information
Obsidian Suite
Founded: 2013
Canada
obsidiansuite.com
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