Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Structure your day by arranging your tasks based on their importance and utilizing a straightforward drag-and-drop feature for time blocking. Say goodbye to the chaos of multiple tabs. For a quick view of your calendar, simply press Option+C to access it, and press the same buttons to return. Additionally, while in Quick Peek mode, you can toggle between daily and weekly views using W and D. Time, being our only irreplaceable resource, must be optimized and protected. That’s why Morgen defaults to creating time blockers for events, making it easier than ever to allocate time for what truly matters. You’ll receive system notifications for your upcoming meetings, eliminating the hassle of searching for links. Joining a video call is just a click away, and Morgen offers numerous shortcuts to streamline your most frequently performed tasks. Moreover, integrating all your meeting rooms into Morgen allows you to add them to any meeting effortlessly with a single click, enhancing your productivity even further. With these tools, managing your schedule has never been simpler.

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

Fastmail
Microsoft 365
Microsoft Exchange
Microsoft Outlook
Nekton.ai
Nextcloud
Obsidian SmartDocs
Tuta
iCloud
ownCloud

Integrations

Fastmail
Microsoft 365
Microsoft Exchange
Microsoft Outlook
Nekton.ai
Nextcloud
Obsidian SmartDocs
Tuta
iCloud
ownCloud

Pricing Details

$30/month
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

Morgen

Country

Switzerland

Website

morgen.so/

Vendor Details

Company Name

Obsidian Suite

Founded

2013

Country

Canada

Website

obsidiansuite.com

Product Features

Calendar

Calendar Sync
Collaboration Tools
Multi-Device Support
Reminders
Room Booking
Scheduling
Task Manaagement

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

Alternatives

Alternatives

Allvue Reviews

Allvue

Allvue Systems
FlowSavvy Reviews

FlowSavvy

Schezzy
Obsidian SmartDocs Reviews

Obsidian SmartDocs

Obsidian Suite
AIM Reviews

AIM

Altvia Solutions