Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Obsidian serves as a specialized platform for monitoring that equips compliance and strategy teams with essential regulatory insights. By eliminating the need for third-party aggregators, we create a direct link to official government agencies and regulatory organizations globally.
Key Features
Around-the-Clock Global Surveillance: Our system perpetually monitors official channels (such as the FDA and Légifrance) to ensure that updates are received instantaneously upon publication.
Completely Authentic Data: Each data entry—from legislative measures to pharmaceutical technical submissions—is sourced directly to guarantee utmost reliability and eliminate extraneous information.
Sector-Specific Insights: We provide customized intelligence across vital industries, including:
Chemicals & PFAS: Keeping tabs on changing environmental regulations.
ESG & CSRD: Tracking mandates related to sustainability and corporate reporting.
Life Sciences: Offering real-time notifications regarding pharmaceutical compliance and technical documentation.
Additionally, our platform is designed to adapt swiftly to the evolving regulatory landscape, ensuring that clients remain informed and compliant.
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
No images available
Integrations
Obsidian SmartDocs
Pricing Details
59 CHF / month / user
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
Obsidian Technologies Sarl
Founded
2026
Country
Switzerland
Website
www.obsidianvisory.com
Vendor Details
Company Name
Obsidian Suite
Founded
2013
Country
Canada
Website
obsidiansuite.com
Product Features
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