Obsidian Suite

All-in-one investor management for financial firms
(1 review)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Online Support Online Support

Pricing

Pricing

Starting From

Starting From

N/A
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

Activity Dashboard Activity Dashboard
Activity Tracking Activity Tracking
Approval Process Control Approval Process Control
Asset Management Asset Management
Business Intelligence Business Intelligence
CRM Integration CRM Integration
Client Portal Client Portal
Contact Management Contact Management
Customer Database Customer Database
Dashboard Creation Dashboard Creation
Drag & Drop Interface Drag & Drop Interface
Electronic Signature Capture Electronic Signature Capture
Email Integration Email Integration
File Management File Management
File Transfer File Transfer
Filtered Views Filtered Views
Financial Management Financial Management
Follow-up Scheduling Follow-up Scheduling
Monitoring Monitoring
Partner Management Partner Management
Performance Reports Performance Reports
Pipeline Management Pipeline Management
Project Notes Project Notes
Prospecting Tools Prospecting Tools
Risk Analytics Risk Analytics
Risk Assessment Risk Assessment
SSL Security SSL Security
Secure Data Storage Secure Data Storage
Self Service Portal Self Service Portal
Vendor Management Vendor Management
Version Control Version Control
Visual Analytics Visual Analytics
Web Forms Web Forms
Workflow Management Workflow Management

Integrations

Integrations

DocuSign DocuSign
Mailchimp Mailchimp
Microsoft Outlook Microsoft Outlook

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