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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Barside is a complimentary desktop productivity application that consolidates various elements such as notes, tasks, reading materials, meetings, collaborative spaces, and AI functionalities. Users can create notes that incorporate links, maps, drawings, kanban boards, tables, and charts, with the added ability to import from popular platforms like Notion, Obsidian, or Evernote. Tasks are organized on a task board, featuring checklists that include due dates and reminders for effective time management. Articles and newsletters are directed to a reading inbox, allowing users to highlight important information. Collaborative community spaces and team hubs are equipped with chat features, polls, and shared notes and files for enhanced teamwork. Video meetings are facilitated with options for screen sharing and live captions, and users can incorporate screen recordings into their notes, which can be edited into captioned video clips. The app's AI assistant and scheduled agents can utilize accounts from services such as Claude, ChatGPT, Gemini, or OpenRouter, and users have the ability to undo any changes made. Barside also seamlessly integrates with Claude Code and Cursor via MCP. Among its many features, the app provides a password manager, clipboard history, and a comprehensive system-wide search function. Importantly, notes are stored locally, allowing users to access their information without needing to create an account, thus ensuring both convenience and privacy. This multifunctional app caters to diverse productivity needs, making it a versatile tool for individuals and teams alike.

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 No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Obsidian SmartDocs No 

Integrations

Obsidian SmartDocs Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Barside

Founded

2025

Country

Canada

Website

www.barside.space

Vendor Details

Company Name

Obsidian Suite

Founded

2013

Country

Canada

Website

obsidiansuite.com

Product Features

Note-Taking

Categories / Organization No 
Clip From Web No 
Document Scanning No 
Formatting / Markdown No 
Handwriting No 
Hyperlinking No 
Image Insertion No 
List/Checklist Creation No 
Printing No 
Search No 
Sharing / Collaboration No 
Syncing No 
Templates No 
Voice Notes No 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

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