Obsidian SmartDocs 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.

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Pricing

Free Trial:
Yes

Integrations

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Company Details

Company:
Obsidian Suite
Year Founded:
2013
Headquarters:
United Kingdom
Website:
obsidiansuite.com

Media

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Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Online Support

Obsidian SmartDocs Features and Options

Financial Services Software

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Hedge Fund Software

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Software

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

Obsidian SmartDocs User Reviews

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