Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business...

Platforms Supported

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

Support Options

  • Email/Help Desk
  • Phone Support
  • 24/7 (Live rep)
  • Chat
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers.
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds,...

Platforms Supported

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

Support Options

  • Email/Help Desk
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

  • Subscription

Starting from

US$27 500,00/year

  • Subscription

Overall rating

5 /5
(1)
Ease of Use
5/5
Features & Functionality
5/5
Customer Service
5/5
Value for Money
5/5

Overall rating

0 /5
(0)
Ease of Use
0/5
Features & Functionality
0/5
Customer Service
0/5
Value for Money
0/5

Total features 69

  • AIMR Compliance
  • Account Reconciliation
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Process Control
  • Asset Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • CRM
  • Client Management
  • Client Portal
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Dashboard Creation
  • Data Import/Export
  • Debt Management
  • Derivative Valuation
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Fee Management
  • File Management
  • File Transfer
  • Financial Analysis
  • Financial Management
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Monitoring
  • Order Management
  • Partner Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Pipeline Management
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Project Management
  • Prospecting Tools
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • SSL Security
  • Sales Automation
  • Scenario Planning
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Status Tracking
  • Stress Tests
  • Trade Tracking
  • Vendor Management
  • Version Control
  • Visual Analytics
  • Web Forms
  • Workflow Management

Total features 85

  • AIMR Compliance
  • Account Reconciliation
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Process Control
  • Asset Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • CRM
  • Client Management
  • Client Portal
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Dashboard Creation
  • Data Import/Export
  • Debt Management
  • Derivative Valuation
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Fee Management
  • File Management
  • File Transfer
  • Financial Analysis
  • Financial Management
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Monitoring
  • Order Management
  • Partner Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Pipeline Management
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Project Management
  • Prospecting Tools
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • SSL Security
  • Sales Automation
  • Scenario Planning
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Status Tracking
  • Stress Tests
  • Trade Tracking
  • Vendor Management
  • Version Control
  • Visual Analytics
  • Web Forms
  • Workflow Management
  • DocuSign
  • Mailchimp
  • Microsoft Outlook
  • QuickBooks Online Advanced
  • DocuSign
  • Mailchimp
  • Microsoft Outlook
  • QuickBooks Online Advanced