Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Obsidian SmartDocs
No
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