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Description
Amurex is an innovative, open-source productivity platform powered by AI, designed to act as an "invisible companion" that effortlessly fits into your current workflows, eliminating the need for additional software. It streamlines various tasks, including meeting transcription, summarization, and tracking action items, and is compatible with popular platforms such as Google Meet and Microsoft Teams. Alongside providing real-time suggestions during meetings, it offers recaps for those who join late and can generate polished follow-up emails at the click of a button. In addition to its meeting functionalities, Amurex features a comprehensive search engine that spans tools like Notion, Google Drive, and Obsidian, allowing for immediate access to vital information. It also automatically categorizes and prioritizes emails, making inbox management significantly more efficient. Designed to be fully self-hosted, Amurex guarantees users full control of their data and prioritizes privacy, making it an attractive option for security-conscious individuals. The platform's web interface, developed with Next.js, enables quick access to previous meetings, notes, and documents, thereby boosting overall productivity while fostering an environment conducive to collaboration and efficiency.
Description
From initial prospecting to becoming a valued client, our services provide comprehensive support. You can conveniently monitor activities, take notes, and oversee your pipeline with ease. Our system allows for seamless integration of your inbox so that essential emails are automatically synced with your CRM. Accelerate your deal closures with our unique interactive prospect portal, an integral part of the CRM tailored specifically for the finance sector. Designed with the needs of financial professionals in mind, Obsidian’s Business Intelligence Suite features a wide array of plugins that empower financial firms to effectively analyze portfolio and investor metrics. This includes tracking subscriptions by portfolio, sales representative, or advisor, as well as providing insights into performance, risk analytics, and account activity alongside PnL tracking. With Obsidian’s interactive client portals, you can engage with various client types, from institutional investors to high-net-worth individuals and professional firms. This suite not only delivers exceptional adaptability in client communication but also ensures that all investment management firms can meet their unique requirements with ease. Ultimately, our solutions are crafted to enhance client relationships and streamline financial operations effectively.
API Access
Has API
API Access
Has API
Integrations
Brave Browser
Google Chrome
Google Docs
Google Drive
Google Meet
Microsoft Edge
Microsoft Teams
Next.js
Notion
Obsidian
Integrations
Brave Browser
Google Chrome
Google Docs
Google Drive
Google Meet
Microsoft Edge
Microsoft Teams
Next.js
Notion
Obsidian
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Amurex
Country
United States
Website
www.amurex.ai/
Vendor Details
Company Name
Obsidian Suite
Founded
2013
Country
Canada
Website
obsidiansuite.com
Product Features
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
