About Obsidian Suite

Obsidian Suite is an investor management platform for financial firms and service providers with suites for CRM and prospect management, investor portals, data rooms, business intelligence, and automated reporting. The all-in-one solution is suitable for asset managers, financial service providers, institutions, private equity, financial advisors, family officers, and any other type of financial firm aiming to manage their day-to-day operations and provide an enhanced client experience.

The CRM and Prospect Portal suite provides users with the tools to manage clients and prospects from one interactive dashboard. In order to help users stay on top of communications, the CRM dashboard displays a log of all interactions with contacts including any notes, activities, follow-ups, pipelines, and opportunities. Obsidian Suite can be integrated with email clients to sync emails and contacts within the CRM tool. The Investor Portal provides communication tools including automatic, interactive data feeds, targeted information, automated calculations and account analytics, and more, and can be accessed by clients from any device.

In order to help businesses manage their data, Obsidian Suite provides Data Rooms and Business Intelligence suites which contain features including document storage and sharing, version control, secure data transfer, automated data feeds, financial and sales analytics, predictive intelligence, and more. Reports can also be automated to pull in raw data for partners and generate visual investor and portfolio performance reports.

Key benefits of Obsidian Suite

  • Gain business insight and monitor performance with Obsidian Suite’s automated data feeds and report creation which pull in raw data from counterparties and create visual, branded reports on investors and portfolios.

  • Use the drag and drop interface and business intelligence tool to create personalized dashboards which showcase the most important company data including financial analytics on sales, operations, and investments.

  • Create customized, dynamic dashboards for clients which can be accessed using the self service portals and provide interactive data feeds, curated content, automated account calculations, and more. The self service portals can be accessed by clients anywhere, on any device.

  • Manage contacts and interactions using the in-built prospect and client CRM which provides features including a client database, notes, activity logging, prospecting, secure file storage and sharing, list building, and email integration.

  • Benefit from Obsidian Suite’s business intelligence and predictive intelligence features to track investor interactions and predict actions based on behavioral analytics. Risks can be identified at the early stages and acted upon accordingly.

  • Devices

    Business size

    S M L

    Markets

    United States, United Kingdom

    Supported Languages

    English

    Images

    Business intelligence tools help analyze investor data and provide predictive analytics on sales, prospects, and risks
    Data rooms can be created to share and track files securely
    The in-built CRM allows users to manage prospects, clients, and interactions
    The investor and client portals can be customized to each client to provide curated content and analytics
    The drag and drop interface allows users to create visual and interactive dashboards
    View 6 more
    Obsidian Suite screenshot: Business intelligence tools help analyze investor data and provide predictive analytics on sales, prospects, and risks Obsidian Suite screenshot: Data rooms can be created to share and track files securely Obsidian Suite screenshot: The in-built CRM allows users to manage prospects, clients, and interactions Obsidian Suite screenshot: The investor and client portals can be customized to each client to provide curated content and analytics Obsidian Suite screenshot: The drag and drop interface allows users to create visual and interactive dashboards

    Features

    Total features of Obsidian Suite: 34

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

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    Reviews

    Overall rating

    5 /5
    (1)
    Value for Money
    5/5
    Features
    5/5
    Ease of Use
    5/5
    Customer Support
    5/5

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    Raj T.
    Overall rating
    • Industry: Capital Markets
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Smartdocs

    Reviewed on 2019/01/02

    Pros

    SmartDocs is a gamechanger when it comes to completing subscription documents. It has taken a cumbersome process and made it simple, fast, and efficient.

    Cons

    Nothing negative to review of the final version.

    Obsidian Suite FAQs

    Below are some frequently asked questions for Obsidian Suite.

    Obsidian Suite offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Available

    Contact Obsidian Suite for pricing information.

    Obsidian Suite offers the following features:

    • Activity dashboard
    • Activity logging
    • Activity tracking
    • Approval process control
    • Asset management
    • Business intelligence
    • CRM integration
    • Client database
    • Client portal
    • Contact management
    • Dashboard creation
    • Drag & drop interface
    • Electronic signature capture
    • Email integration
    • File management
    • File transfer
    • Filtered views
    • Financial management
    • Follow-up scheduling
    • Fund management
    • Partner management
    • Performance reports
    • Pipeline management
    • Project notes
    • Prospecting tools
    • Risk analytics
    • Risk assessment
    • Risk management
    • Secure data storage
    • Security & encryption
    • Subscription services
    • Vendor management
    • Version control
    • Visual analytics
    • Web forms
    • Workflow management

    Obsidian Suite has the following typical customers:

    Small Business, Mid Size Business

    Obsidian Suite supports the following languages:

    English

    We do not have any information about what devices Obsidian Suite supports

    Obsidian Suite integrates with the following applications:

    DocuSign, Mailchimp, Microsoft Outlook

    Obsidian Suite offers the following support options:

    Online Support

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