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Description
Kurtosys is a secure, cloud-based digital and reporting platform designed to make investment data & insight delivery pain-free. Our solutions provide an effortless experience for those in need of fully automated and powerful investment report systems, client portals and global investment websites.
Description
Effortlessly fill out intelligent web forms with relevant data and swiftly create NDAs, term sheets, subscription agreements, KYC documents, and more. Seamlessly connect with Obsidian Suite’s sophisticated client management database to monitor all aspects of client compliance. Optimize your workflow with our easy electronic sign-off feature, integrated with the advanced capabilities of DocuSign. Take advantage of real-time document status updates and comprehensive client interaction tracking through automated CRM feeds. Obsidian’s dynamic client portals cater to a diverse range of clientele, including institutional investors, high-net-worth individuals, and professional firms. This suite provides unmatched adaptability in client communication tailored for all types of investment management firms. Obsidian SmartDocs stands out as a premier solution for electronic subscriptions and KYC documentation within the investment sector. By automating and optimizing the management of investor data flows across various systems, SmartDocs empowers investment firms to achieve accelerated growth while enhancing their operational efficiency. Furthermore, the platform’s user-friendly interface ensures that all stakeholders can easily navigate and utilize its features effectively.
API Access
Has API
API Access
Has API
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
Kurtosys
Founded
2002
Country
United States
Website
www.kurtosys.com
Vendor Details
Company Name
Obsidian Suite
Founded
2013
Country
United Kingdom
Website
obsidiansuite.com
Product Features
Digital Experience Platforms (DXP)
Alerts / Notifications
Auto-Tagging
Blogs
Calendar
Content Modeling
Digital Asset Management
File Sharing
Form Builder
Forums / Message Boards
Headless CMS
Knowledge Base
Performance Monitoring
Personalization / Segmentation
Reporting / Analytics
Surveys / Polls
Templates
User Management / Permissions
Version Control
Wiki
Workflow Management
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
