Obsidian Suite

Obsidian Suite

All-in-one investor management for financial firms

5/5 (1 review)

Obsidian Suite Overview

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.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United Kingdom, United States

Supported Languages

English

Obsidian Suite Reviews

Overall rating
5/5
100% positive reviews
1
Excellent
0
Very good
0
Average
0
Poor
0
Terrible
Raj T.

Smartdocs

Used Daily for 6-12 months
Reviewed on 2019/01/02
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Obsidian Suite Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Contact Obsidian Suite for pricing information.

Obsidian Suite Features

  • Activity Dashboard
  • Workflow Management

  • API
  • Accounting Integration
  • Accounting Management
  • Automatic Notifications
  • Billing & Invoicing
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Receiving
  • Reporting & Statistics
  • Third Party Integration

Additional information for Obsidian Suite

Key features of Obsidian Suite

  • 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

Benefits

  • 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.

  • Obsidian Suite FAQs

    Below are some frequently asked questions for Obsidian Suite.

    Q. What type of pricing plans does Obsidian Suite offer?

    Obsidian Suite offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Contact Obsidian Suite for pricing information.

    Q. What are the main features of Obsidian Suite?

    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

    Q. Who are the typical users of Obsidian Suite?

    Obsidian Suite has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does Obsidian Suite support?

    Obsidian Suite supports the following languages:

    English

    Q. What type of pricing plans does Obsidian Suite offer?

    Obsidian Suite has the following pricing plans:

    Subscription

    Q. Does Obsidian Suite support mobile devices?

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

    Q. What other apps does Obsidian Suite integrate with?

    Obsidian Suite integrates with the following applications:

    DocuSign, Mailchimp, Microsoft Outlook

    Q. What level of support does Obsidian Suite offer?

    Obsidian Suite offers the following support options:

    Online Support