Obsidian SmartDocs Description
Quickly generate NDAs and term sheets, subscriptions, KYC documents, etc. by pre-populating smart web forms. To track client compliance information, Obsidian Suite can be integrated directly into the advanced client management database. Our simple electronic sign-off via DocuSign enhanced integration allows you to save time. Use CRM auto feed to keep track of client interactions and document status.
Obsidian SmartDocs Alternatives
Obsidian Suite
We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms.
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Dynamo Software
Dynamo brings the moving pieces that go into smart, successful alternative investment management into one integrated, configurable platform. All of our modules can work together on one technology stack to build one centralized, automated, and comprehensive platform for private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.
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StockMarketEye
StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors.
StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions.
* Import your accounts from brokerages to get started quickly
* View prices, performance, allocations, and many other details.
* Track the change in value over time for your investment portfolios.
* Keep a watchful eye on securities that are on your buy list.
* Analyze historical price data.
* Companion apps available for Android and iOS.
* And many more...
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Anduin Fund Subscription
Anduin is revolutionizing fund administration with digitized subscriptions, real-time status and simplified fund operations.
Our intuitive investor onboarding workflow improves investor experience and dramatically reduces the NIGO-rate of documents. It also brings clarity and efficiency to fund subscriptions.
How it works
We digitize all subscription agreements and tax forms so that you can concentrate on distribution of subscription packages and tracking how investors interact with your documents.
1. Anduin digitizes counsel forms, creating an intelligent smart form.
2. The form is prepopulated with information from previous fundraises.
3. Fund managers invite investors to complete the smart forms and sign the limited partnership agreement.
4. The subscription package can be countersigned. Documents or data can also be exported to the fund administrator.
To request a demo, visit www.fundsub.io
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
Obsidian Suite
Year Founded:
2013
Headquarters:
United Kingdom
Website:
obsidiansuite.com
Media
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Product Details
Platforms
SaaS
Type of Training
Live Online
Customer Support
Online
Obsidian SmartDocs Features and Options
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
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