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Obsidian Suite

Name: Obsidian Suite
Rating: 4.5 (2 reviews)

By Obsidian Suite

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Highlights : About Obsidian Suite

Electronic signature capture

Secure data storage

Approval process control

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.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Approval process control

Financial management

Business intelligence

Pipeline management

Prospecting tools

Performance reports

Activity dashboard

Secure data storage

Subscription services

Security & encryption

Drag & drop interface

Contact management

Follow-up scheduling

Electronic signature capture

Workflow management

Approval process control

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.

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