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ease
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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

IR Solutions was established with the belief that the advent of the Internet would compel companies to enhance their operations by being more efficient, cost-effective, and quicker in various aspects such as delivering outcomes, innovating products, and responding to evolving market conditions. As regulatory expectations necessitate a broader and more transparent dissemination of information, there is an urgent demand for businesses to improve their communication with the investment community while maintaining their focus on core operations. Catering to corporations, institutional investors, and individual stakeholders, IR Solutions specializes in facilitating effective investor communication through Internet-driven Investor Relations (IR) services. Recognized as a top-tier provider of online annual reports and financial information, IR Solutions has revolutionized the communication strategies of companies, enabling them to meet disclosure obligations efficiently while also aiding investors in accessing vital information. Their web-based solutions not only streamline interactions but also enhance the overall engagement between businesses and their investors.

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

Screenshots View All

Screenshots View All

Integrations

Obsidian SmartDocs

Integrations

Obsidian SmartDocs

Pricing Details

No price information available.
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

IR Solutions

Website

irsolutions.com

Vendor Details

Company Name

Obsidian Suite

Founded

2013

Country

Canada

Website

obsidiansuite.com

Product Features

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

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

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