SS&C Vision FI Reviews

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.

Deltek Maconomy is the industry's best ERP software. It will power your professional services business. This intuitive and modern software provides the business agility, transparency, and control you need to manage your company and meet your future needs. You can see the financial and resource performance of your entire enterprise. Respond to client requests, scope changes, new business and expanded service offerings. Deep insight into clients, projects, workflows, and results. Maconomy, a financial management tool that provides deep financial insights to help you see profitability for your company, project or client. High performers can be attracted and retained by offering the right combination of benefits, compensation, and career opportunities to maximize their contribution to your company’s success.