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.
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