Obsidian Suite Features List

Obsidian Suite

All-in-one investor management for financial firms

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Obsidian Suite Feature Summary

  • Fund management
  • Risk management
  • Vendor management
  • Partner management
  • Financial management
  • CRM integration
  • Business intelligence
  • Activity logging
  • Activity tracking
  • Project notes
  • Pipeline management
  • Email integration
  • Prospecting tools
  • Performance reports
  • Risk analytics
  • Asset management
  • Activity dashboard
  • Client portal
  • Secure data storage
  • Web forms
  • Subscription services
  • File management
  • File transfer
  • Client database
  • Security & encryption
  • Drag & drop interface
  • Dashboard creation
  • Contact management
  • Follow-up scheduling
  • Filtered views
  • Version control
  • Electronic signature capture
  • Visual analytics
  • Risk assessment
  • Workflow management
  • Approval process control

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Multi-Currency (91 other apps)
Real Time Data (88 other apps)
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Third Party Integration (91 other apps)

Competitor Feature Comparison